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Standard case types

Updated on January 18, 2022
Case TypeDescription
Add personAdd details of a person entity and create a person entity in the system
Add businessAdd details of a business entity and create a business entity in the system
Add facilityAdd details of a facility entity and create a facility entity in the system
Add vehicleAdd details of a vehicle entity and create a vehicle entity in the system
Add householdAdd details of a household entity and create a household entity in the system
Add evidenceAdd details of evidence in the system
Add noteAdd details of note in the system
Add activity planCreate an activity plan case in the system
Activity plan templateAllows users to manage the activity plan template configurations
Conduct interviewAdd details of interview case in the system
GoalCreate goal case in the system
Initiate eventAdd information about an event and create a new event case in the system
Manage associationsAllows users to manage all the associations that are linked to the entities in the system
Initiate complaintAdd information about a complaint and create a new complaint in the system
Initiate procurementAdd information about a procurement and create a new procurement in the system
Initiate investigationAdd information about an investigation and create a new investigation in the system
Initiate subjectAdd information about a subject and create a new subject in the system
Change passwordProvides an option to change the existing password
Forgot passwordProvide an option to retrieve a forgotten password
QuestionProvide an option to the users to ask questions
RegistrationCreate and register new user account in the system
Transfer ownershipProvides a capability for transferring the case ownership to other users
Request accessEnables the users to request access to a case which is routed for approval
Merge EntityProvide an option to merge the potential duplicates of Person Entity and/or Business Entity
Manage BranchesManage the branches of business entity and save it to the system
Manage EducationManage the education details linked to person entity and save it to the system
Manage ExperienceManage the experience details linked to person entity and save it to the system
Manage LocationManage the location linked to any entity and save it to the system
Manage TrainingManage the training details linked to person entity and save it to the system
Manage household membersManage the household members linked to household entity and save it to the system
Search PersonSearch a person entity in the system based on search criteria like id, name
Search BusinessSearch a business entity in the system based on search criteria like id, name
Search HouseholdSearch a household entity in the system based on search criteria
Search EventSearch an event in the system based on search criteria like id, name
Search FacilitySearch a facility entity in the system based on search criteria like id, name
Search VehicleSearch a vehicle entity in the system based on search criteria like id, name
Search ComplaintSearch a complaint in the system based on search criteria like id, name
Search InvestigationSearch an investigation in the system based on search criteria like id, name
Search ProcurementSearch a procurement in the system based on search criteria like id, name
TaskCreate a task case in the system
Update personUpdate the details of person entity and store in the system
Update businessUpdate the details of business entity and persist it to the system
Update facilityUpdate the details of facility entity and store in the system
Update vehicleUpdate the details of vehicle entity and store in the system
Update household detailsUpdate the details of household entity and store in the system
View personView all the information of person profile in a 360-degree view
View businessView all the information of business profile in a 360-degree view
View householdView all the information of household entity in the system
View vehicleView all the information of a vehicle entity in the system
View facilityView all the information of a facility entity in the system
View complaintView all the information of a complaint in the system
View investigationView all the information of an investigation in the system
View procurementView all the information of a procurement in the system

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