How to Create a Custom Process Model
Learn how to create a custom process model in Behavioral Case Manager.
User Permissions:
User will need Manage System Customization permissions to complete the following steps.
Click here for more information on how to manage a user’s permissions.
- Log into Case Manager.
- Select Admin tab.
- Click Manage Models node and select Process Models tab.
- Click Create new.
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Process Model Details
- Name (Required)
- Description
- Note
- Click Start.
- Initial Case Information
- Click ADD CUSTOM FIELDS.
- Drag and Drop custom fields to desired areas.
- Classifications
- Include Tasks
- Include Resources
- Include Tags
- Link Process Models
- Click Add Process Models.
- Click Save.
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Process Steps
- To add additional sections to model, click ADD SECTION.
- Name the section.
- Click ADD CUSTOM FIELDS.
- Drag and Drop custom fields to desired areas.
- Click Save.
- To add additional sections to model, click ADD SECTION.
- To enable/disable Tagging Users, toggle the switch on/off.
- For more information regarding Tagging Users click here.
- Once complete with customization, click Publish.
About the Custom Process Model:
Discover how the Custom Process Model and custom fields can enhance user workflow. Click here to explore their features and functionality!