Introduction to the Case Management Solution

Installing the Case Management UPackage

Unqork's Case Management Solution is available as a complete package at the Workspace level. In your workspace, activate the UPackage UPackages are preconfigured, resuable assets that you can install into your environment and Unqork applications. using the Workspace's Settings menu.

Once activated, you cannot deactivate the Case Management Solution from your workspace.

To activate the Case Management Solution package:

1.

Open the workspace where you want to install the UPackage.

2.

At the top right, click the (ellipsis).

3.

Select Settings. The Workspace Settings modal A modal is a window that appears on top of the content you are currently viewing. displays.

4.

At the left of the modal, select Installed UPackages.

5.

Set Case Management to (ON).

You can now configure a module-type application in this workspace and take advantage of Unqork's Case Management Solution.

 

Accessing the Case Management Setup Page

After installing the Case Management Solution in your workspace, you can customize the solution using the Case Management setup page.

The data you want collected or manipulated in your solution depends on the Data Model components you configured in your module.

To access the Setup Page from a Case Management-enabled Workspace:

1.

Navigate to, or create an application for your Case Management Solution.

2.

At the top right of the Application page, click the (ellipsis).

3.

Select Case Management Setup. The Case Management Setup page displays.

Using the Case Management Solution

The Unqork Case Management Solution is a powerful and complex tool. To begin using the solution, follow the instructions below.

Case Management Solution Order of Setup

The Case Management Admin UI contains individual tabs for managing your end-users End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product., case and task information, and so on.

For more details about Case Management Admin UI settings, view our Case Management Admin UI: Administrator Role article.

Customize your solution in the following order:

1.

Users

2.

Entity Types

3.

Categories

4.

Task Types

5.

Case Types

6.

Custom Statuses

Case Management Assets

Unqork's Case Management Solution includes various assets and an intuitive Admin UI The UI (user interface) is a device's end-user interaction and communication point. It can include display screens, keyboards, and mouse. It is also how a user interacts with your application. to empower your business team to collaborate effectively and build applications faster.

These assets include:

• Case ManagementData Model: The preconfigured Data Model promotes customizable fields to match the client’s business needs.

• Case Management APIs: Supports 40+ APIs APIs (application programming interfaces) are a set of protocols and definitions developers use to build and integrate application software. APIs act as the connective tissue between products and services. to execute all basic case management functionality.

• Admin UI: Business users can define their own case and task types without adjusting implementation.

• Sample Case Management Application: Use this template to help you explore custom applications.

Case Management Data Model

After activating the Case Management Solution in your workspace, modules contain the Case Management component tray, which consists of preconfigured components from a Data Model. After you drag and drop these components onto the Module Builder canvas, no further configuration is needed. All Data Model components ensure the data is collected and stored in the correct data type.

Case Management APIs

Unqork's Case Management Solution includes various preconfigured, back-end APIs to quickly and easily customize your solution. These CRUD CRUD refers to the four critical operations for creating and managing data elements in your applications. It stands for create, read, update, and delete. APIs let you perform actions on entities, tasks, cases, notifications, reporting, and entity, case, and task types. Configuring these APIs on the back-end using a Plug-In component lets business administrators, case workers, and managers perform actions on the administration page without any further configuration.

To learn more about configuring Unqork's Case Management Solution in a module, view our Configuring the Case Management Solution article.

Available API endpoints include:

API Endpoint	Description
Get All Cases	A GET API call that retrieves all cases from your solution.
Get Case by ID	A GET API call that retrieves a specific case from your solution using its unique identifier.
Update Case	A PUT API call that lets you update a specific case in your solution.
Create Case	A POST API call that lets you create a case in your solution.
Get All Case Types	A GET API call that retrieves all case types from your solution.
Get Case Type by ID	A GET API call that retrieves a specific case type from your solution using its unique identifier.
Update Case Type	A PUT API call that lets you update a specific case type in your solution.
Create Case Type	A POST API call that lets you create a case type in your solution.
Get All Categories	A GET API call that retrieves all categories from your solution.
Get Category by ID	A GET API call that retrieves a specific category from your solution using its unique identifier.
Update Category	A PUT API call that lets you update a specific category in your solution.
Create Category	A POST API call that lets you create a category in your solution.
Get All Entities	A GET API call that retrieves all entities from your solution.
Get Entity by ID	A GET API call that retrieves a specific entity from your solution using its unique identifier.
Update Entity	A PUT API call that lets you update a specific entity in your solution.
Create Entity	A POST API call that lets you create an entity in your solution.
Get All Entity Types	A GET API call that retrieves all entity types from your solution.
Get Entity Type by ID	A GET API call that retrieves a specific entity type from your solution using its unique identifier.
Update Entity Type	A PUT API call that lets you update a specific entity type in your solution.
Create Entity Type	A POST API call that lets you create an entity in your solution.
Get All Tasks	A GET API call that retrieves all tasks from your solution.
Get Task by ID	A GET API call that retrieves a specific task from your solution using its unique identifier.
Update Task	A PUT API call that lets you update a specific task in your solution.
Create Task	A POST API call that lets you create a task in your solution.
Get All Task Types	A GET API call that retrieves all task types from your solution.
Get Task Type by ID	A GET API call that retrieves a specific task type from your solution based on its unique identifier.
Update Task Type	A PUT API call that lets you update a specific task type in your solution.
Create Task Type	A POST API call that lets you create a task type in your solution.

Case Management Setup Page

Business administrators will use this page to configure the solution. The following table defines the different elements of the Case Management Solution that the administrator must configure:

Element	Description
User	The initial user is an SSO user. They'll create a user for themselves in the Case Management application. Then, moving forward, they will use their Case Management login credentials. Admin users are Designer Creators use Deisgner View to build and manage modules in the Unqork Designer Platform. users while case workers and case managers are Express Express View is how your end-user views you application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View. users.
Role	Roles determine what level of access users have on the solution's Admin UI. Available roles include: Administrator: Has the same permissions as a case manager, but can also create case types, task types, users, teams, and customize notifications. Case Manager: Has the same permissions as a case worker, but can also reassign tasks and receive escalations from case workers. Case Worker: Can only accept and complete tasks.
Team	Depending on business verticals, multiple teams can exist in the solution. Users are then assigned to those teams to complete their specific cases and tasks in their vertical.
Category	Categories are the organizational structure of the solution. Administrators can use up to five category levels and an unlimited number of categories. Case workers and managers select these categories and sub-categories when creating a case task.
Entity Type	Entity types are defined by the entities being serviced by the cases. For example, if this entity type is for a customer support solution, a Client entity type could be defined by first name, last name, and email address fields.
Case Type	Case types define the tasks and the execution order for the case worker. Case types also define the data that must be collected to create the case.
Task Type	Task types define the basic units of work and the data fields the case worker must complete when working on the task.
Entity	Entities are a specific instance of an entity type. For example, if the entity type is Client, the entity could be John Doe.
Case	Cases are a specific instance of a case type. They define what steps case workers must complete and which order they are completed in.
Task	Tasks are the basic unit of work performed by a case worker. For example, if this is a client onboarding solution, a task could be to perform a KYC (Know Your Customer) verification. This task is a single unit of work that is performed by a single case worker.

To learn more about configuring Unqork's Case Management Solution in a module, view our Configuring the Case Management Solution article.

Preview the Case Management Application

Preview and test the Case Management application using the Case Management Template application located in your workspace.

To preview the Case Management application:

1.

From your UDesigner homepage, click the global (Search) icon.

2.

In the Search Environment field, enter Case Management Template.

3.

Click Search.

4.

From the Search Results list, select the Case Management Template application. The Case Management application page displays.

5.

At the top right, click the (ellipsis).

6.

Select Preview. A new page containing the front-end of the Case Management app displays.

You can now evaluate your Case Management application in the front-end.