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Case Management: CITE.Cases

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The Case Management System is the place where documents fall into cases handled or maintained by the Organization. A case can be substantially documented independently of the documents it contains, with a different or overlapping set of metadata that can be tailored depending on the Organization’s needs. CITE.Cases CITE.Cases makes it easy to document a case from its documents at specific times (e.g. during its creation).

Cases relate to operators and departments whose access rules can vary: depending on the needs of the Organization, access control can be applied to an entire case or document, while its operators can optionally give temporary or permanent access to other operators or departments of the Organization.A case maintains its own handling status which can be updated by the status handling of the documents it contains or the tasks performed during handling it. Any change in the content of a case can inform their operators to take further action. A component of CITE.Cases is the management host queue system, which integrates documents before their assignment to cases. These queues allow the routing of documents and their pre-documentation. Thereinafter, with their final integration into a case, the documents are attributed to the case handlers, departing from the management queue of their host. CITE.DocuBridge system uses queues to route incoming documents. CITE.Cases integrates a powerful multilingual search system that offers Case and Document searches using data from both sources. This allows the operator to search for documents based on a mix of the details of the case to which it belongs and the documents to which it refers as well as the cases based on the documentation of the case and the documents it contains.