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Starting a Case of a Procedure

Starting a case of a procedure begins with selecting the procedure you would like to start.

Display the procedure list to view the list of procedures to which you have access:

Notice that the Permission column in the procedure list tells you which of the procedures you have permission to start (it also shows if you have “History” permission for the procedure). This is specified when the procedure is defined. (For more information, see Procedure Permissions.)

Also notice that the sub-procedure shown in the list above (DYN1) does not indicate start permission; that’s because sub-procedures cannot be directly started; they must be started by a sub-procedure call step in another procedure.

It is common for cases to be started programmatically. Therefore, depending on how your system was designed, this may not be a function you will perform.

You can start a case in one of the following two ways:

−	Right-click on a procedure in the procedure list to open a context menu, then select Start New Case from the context menu. This allows you to start a case without opening a list of cases for the procedure.

or

−	Click on the desired procedure in the procedure list; this displays the case list. Then either click on the icon, or select Start New Case from the Tools menu on the procedure list.

The following window is displayed:

Enter a case description, then click OK.

The case description may or may not be required, depending on how the procedure was defined. If it’s required, “*Required” is displayed in this window (as in this example).

Depending on how your procedure was defined, a form may be displayed at this time, or starting the case may result in some other action that is not apparent to you.

If a form is displayed, see Processing Work Items for information about working with forms.

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