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Creating ad hoc cases

Updated on November 22, 2021

You can handle business exceptions or track related tasks in the case that you currently process by creating an ad hoc case. With an ad hoc case, you can resolve exceptional processes without modifying the existing case structure, because ad hoc cases are not instances of a case type.

For example, a case worker, such as a human resources employee, can create an ad hoc case when an application from a job candidate requires an additional background check.
Before you begin: Ensure that your dashboard includes the My Cases widget. For more information, see Adding a widget to your dashboard.
  1. In the Case Manager portal, in the My Cases widget, in the Create an ad hoc case text field, enter a name for your ad hoc case.
  2. Click Quick create.
  3. Add tasks to the ad hoc case:
    1. In the My cases widget, click the name of the ad hoc case that you created.
    2. In the upper-right corner of the portal, click ActionsCreate tasks.
    3. In the Ad hoc case dashboard section, click Add a task, and then specify instructions for the task, an assignee, and a deadline.
    4. Click Submit.
    Result: Your application displays the task. Users can make notes in the tasks when they complete them.
Result: If you create multiple tasks in an ad hoc case, your application displays the next task after the user resolves the current task.

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