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A case is a work item that is an instance of a case type — a work class that inherits from Work-Cover- and contains a Case Type rule. You define the case type structure in the > Process & Rules >Case Management > Case Type gadget. When a case is created, it is said to be instantiated. Caseworkers instantiate cases in the Case Management portal. A case can cover or be covered by other cases.

Be careful not to confuse a case work item with a case type — both are informally referred to as cases. added v6.2 pashm

Definitions Case Management, ad hoc work, cover, folder, subcase, caseworker, instantiate
Topics Process and Rules category — Case Management landing page
About the Case Management portal
About Case Type rules
Understanding covers

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