About case activities

Maintain best practices and update dynamically

Case activities can help you maintain best practices for handling ad-hoc tasks and tasks based on legal requirements.

With case activities you can map the possible events in a workflow and associate each event with a rule that calls for a certain action. You can also continue to update your case activities to reflect changes in work routines. In this way you preserve knowledge about work processes and you ensure that new best practices are implemented immediately in the handling of daily tasks and work routines.

Rule-based activities

With case activities you can create workflows based on activities that are connected by a set of rules. The rules define the relationship between the activities. For example, the rules can ensure that activities in a workflow are completed in a specific sequence or that specific activities exclude other activities.

The case activity process

Case activities are modeled in a case activity process and once the process is deployed, the case activities can be executed in WorkZone Client.

In the following illustration, you see a case activity process with tasks, roles, and connections. The roles MPA and GST specify which employees are to execute the tasks, and the connections define the rules of the flow.

- Condition: Indicates that a second activity can only be executed if the previous activity has been addressed.

- Exclude: Excludes other activities upon execution

Work with case activities in WorkZone Client

When the case activity process is deployed, users with the roles that are assigned to the activities in the process can see their activities in WorkZone Client.

To start case activities, click Activities on the Activities tab on the case detail tab in WorkZone Clientand select an activity list. You can start multiple activities on a case .

Below you can see a case activity in WorkZone Client.

When you double-click an activity, a form opens from where you can execute the activity.

For more information about executing case activities, see Work with case activities in the WorkZone Client User Guide.