Cases Administration

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Cases Administration

Users with Admin privileges can manage cases in order to balance workload, reduce cycle times and eliminate unnecessary information.

In the Admin options of the Work Portal you find the Cases option. This option allows administrator users to reassign activities or abort cases.

 

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Abort a case

1. Go to the Cases administration menu and search for the case you wish to abort or invalidate. You can search cases by different criteria as creation number, current assignee, creation date or process.

 

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2. Once you have entered the search criteria, click the Search button

 

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SEARCH CRITERIA

DESCRIPTION

Case Number

Filters the results by Case Number.

Classification

Filters the results by Application. The default Value is All Applications.

Click Select Application to display a list of the available Applications and processes in your Bizagi project.

The selected criteria will be displayed in Search the cases of item.

Current User Name

Filters the results by the username of the performer that is currently allocated to an activity.

Current User Full Name

Filters the results by the full name of the performer that is currently allocated to an activity.

Current User Position

Filters the results by the position of the performer that is currently allocated to an activity.

Creation Date From

Filters the results displaying cases created from the specified date.

Creation Date To

Filters the results displaying cases created until the specified date.

Results per page

Determines the number of cases to be displayed per page.

 

3. A new window will show the results of the search:

 

If there are no records, a message will let the user know the search returned no results.

 

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If there are records, a window will show all the cases that match with the search criteria as illustrated below:

 

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4. Select the case from the list by checking the first column of the table.

 

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5. Once the case is selected, enter the invalidation reasons in the box that appears at the bottom of the screen. When filled, click the Invalidate button

 

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An email message will be sent to all the users who have pending activities in the case that has been aborted.

When looking up for the aborted case and its detail, its status and abort reason is shown under the details tab:

 

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How to reassign a task

1. Go to the Cases administration menu and search for the case you reassign. You can search cases by different criteria as creation number, current assignee, creation date or process.

 

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2. Once you have entered the search criteria, click the Search button

 

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3. A new window will show the results of the search:

 

If there are no records, a message will let the user know that the search returned no results.

 

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If there are records, a window will show all the cases that match with the search criteria as illustrated below:

 

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Select the activity or activities that need to be reassigned:

 

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4. Click Reassign at the bottom of the screen

 

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5. A new screen enables the search to find a user that will be in charge of the activity. Fill in the user information and click Search.

 

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6.  The list of users that met the search criteria will then appear.  Identify the user that will be assigned and click Reassign.

 

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The case is now assigned to the selected user.

 

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