Performing Case Actions

You can select a case in Case Manager and perform any case actions that have been defined for the case.

A case action is an action that can be performed on a case when it is in a particular state. Case actions are designed within the context of the business process itself. For example, a claim may have the following states defined; Reported, Review, Submitted and Completed.

Once a claim is Reported, it may need to be reviewed by a Claims Adjuster. Once you have selected your case in Case Manager, you can select the Review case action and progress the claim to the next task in your business process.

Case states are a special type of attribute that can be defined for a case class. Case actions are a type of business service defined for a case class. Case states and actions are defined when creating your case data model in TIBCO Business Studio. See TIBCO Business Studio - BPM Edition Application Designer's Guide for more information.

Procedure

  1. Select a case type to view a list of cases of that type.
    Only cases which are in the Non-Terminal state are displayed.
  2. Select the case you are interested in.
    If required, use Search to identify your case. See Using Search.
    Note: You cannot select multiple cases. You can only perform a case action on one case at a time.
    The cases actions that are available for the case are displayed.
    Note: The case actions you see, if any, are entirely dependent on what state the case is in, and the permissions you have.
  3. Select the case action you want to perform.
    Depending on how your process template is defined, either
    • The action defined by the case action is performed, or
    • A form displays. The content of the form depends on how your process template has been defined. Select Submit to submit the form and perform the action on the case, or select Cancel or Close to close the form without performing any action.