Case folder

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Case folder

Overview

The Case Folder is where users can collaborate by having conversations in the discussions tab and adding pictures, documents and files to be available at any time, even when the case has been closed.

The Case folder also contains a Timeline that displays all activities that have been launched in the case in a chronological way. The Timeline gives users visibility of the entire case, linking together all activities that have been launched, the processes that make part of case, the list of people involved, and the time they were resolved.

The Case Folder is available for all Stakeholders, even when a case has been closed. Thus, discussions and files can still be added.

 

 

Discussions

Discussions are available for all users that can access a case to create conversations around any topic providing supplementary information, allowing collaboration. Discussions can be continued even when the case has been finished.

 

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By default, when a user types any comment it will be included in the General Discussion group, as shown above.

All comments can include an attachment to provide completeness to what is being said. The file types that can be uploaded are the ones specified in Bizagi Studio.

 

Discussion topics

Users can also have discussions around specific subjects. Thus, new discussion groups will be created, to host specific information required for the case.

 

To create a new discussion topic click New discussion topic. This will enable a window to include to Topic title, a brief description and tags.

Tags are useful to search for specific information when discussions are growing very large. Type the tag name and hit enter to set it in the topic.

To search for a tag, on the upper right corner type the tag name and hit enter.

 

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Once the discussion topic has been created it will be placed under General discussion group. Users can choose where to enter their comments based on the objective of what they have to say.

 

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Files

Each case has a Files menu where any file can be included to further support collaboration and case completeness.

Select the Files tab and upload the desired file. Click the Add files section to add files or simply drag and drop the desired one.

The file types that can be uploaded are the ones specified in Bizagi Studio.

 

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To delete an existing file, click it and on the right select Delete under the gear icon.

 

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Timeline

The Timeline gives users visibility of the entire case, linking together all activities that have been launched, the processes that make part of case, the list of people involved, and the time they were resolved.

 

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You can search for an activity by typing its name on the top.

 

The Timeline shows all user activities by default, as well as Events. Service tasks that are to be shown in this view, must be manually included in Bizagi Studio, through the activity's properties, in the first step of Bizagi Wizard (Model Process). Check the property Show on Timeline diagram in the Runtime tab.

 

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When an Activity of the Timeline is hovered, the Process Path option and the State Log option become visible.

 

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The State Log contains all the information regarding state changes of the Activity, performed by who and when.

 

Process map

Process map shows all processes that have been launched by Stakeholders or by triggers, and make up the Case.

In a Hospital example, shown in the map below, a Triage process launched several other processes, finally leading to a Pregnancy checkup.

 

 

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Activity map

This map shows the sequence of Activities that have been executed and the order in which they were launched by Stakeholders via Actions. This view complements the Process map, displaying the actual user who was allocated to the activity that launched the next one.

When an activity has no incoming arrow the activity was either launched by a Trigger (automatically) or was set after a shape in a process that is not a user activity (event, sub-process, gateway). In the image below we can see the Schedule Appointment activity with no incoming arrow. This activity belong to the Pregnancy checkup process that is launched automatically by a Trigger as soon as a Blood test comes positive for a girl's pregnancy.

 

 

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State Log

The State Log refers to each process' history, regarding the changes that occurred in the data, the users involved or its flow.

It displays the information according to four criteria: Activities, Entities, Users and Administration

 

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For further information please refer to State Log