Using Linking Workflows
Learn how to utilize linking workflows in Case Manager.
- Log into Case Manager.
- Select Cases tab.
- Alternatively, on the homepage, navigate to Open Cases Assigned to You section and select View next to desired case.
- Click the three-dot Vertical Ellipsis and select View.
- Find the section where the Create Linked Case component resides.
- Locate and click CREATE LINKED CASE.
- In the pop-up dropdown, select the desired process/model to branch off into.
- Details that will transfer to the new case are visible.
- Click Confirm and Proceed.
- Review details and complete any additional fields.
- Once all required fields are complete, click Create Case.
View Linked Cases:
Linked cases can be found within the Attachment section under Related or within Team Meeting Logs.