Glossary:Case status

case status, Case Status

The primary indicator of the current state of your business process. By using case statuses, you communicate progress to people that are involved in case processing to ensure a common understanding on the path to reaching your business objectives.

For example, you can use a status In-Progress to communicate that a case worker is working on a case, and Resolved-Completed to announce that the case reached a successful resolution. You can use default statuses, or you can create custom statuses to meet your unique business needs.

The primary indicator of the current state of your business process. By using case statuses, you communicate progress to people that are involved in case processing to ensure a common understanding on the path to reaching your business objectives.

For example, you can use a status In-Progress to communicate that a case worker is working on a case, and Resolved-Completed to announce that the case reached a successful resolution. You can use default statuses, or you can create custom statuses to meet your unique business needs.

The primary indicator of the current state of your business process. By using case statuses, you communicate progress to people that are involved in case processing to ensure a common understanding on the path to reaching your business objectives.

For example, you can use a status In-Progress to communicate that a case worker is working on a case, and Resolved-Completed to announce that the case reached a successful resolution. You can use default statuses, or you can create custom statuses to meet your unique business needs.

Actual work that is performed by application users and automations that consists of a sequence of tasks and leads to an intended business goal. An example of a case is a process of hiring a particular job candidate, where an HR worker collects necessary documents, a hiring manager conducts a job interview, and an application sends an automated email with onboarding information after the candidate is approved. To create a case, you first build a template of your business process that is a case type, and then apply the template in multiple cases, for example, to review applications from many candidates.

The act of closing a case by recording in the properties that work is complete.

As a case advances through a flow, information stored in its properties becomes more complete through user input and automatic processing. When the work for a case is complete, the case is marked as "resolved", or "closed".