Case Management - Admin
Case Management is a systematic approach to managing individual cases or issues within an organization. It involves the coordination and tracking of activities related to resolving a case, typically within a structured framework.
Navigate to Case Management > HR Case in the left navigator.
HR Case Form
General
| Field | Description |
|---|---|
| Number | A unique identifier assigned to the case for tracking purposes. |
| Opened for | The individual, department, or entity for whom the case is initiated. |
| Subject person | The person directly involved or affected by the case. |
| HR Service | The type or category of HR service associated with the case. |
| Assignment Group | The team or department responsible for handling the case. |
| Assigned to | The specific individual within the assignment group responsible for working on the case. |
| State | The current status or stage of the case (e.g., ready, in progress, resolved). |
| Priority | The level of urgency or importance assigned to the case. |
| Source | The origin or channel through which the case was initiated (e.g., portal, email, phone). |
| Created On | The date and time when the case was created. |
| Created By | The person who initiated or created the case. |
| Collaborators | Other individuals or teams involved in working on the case. |
| Watchlist | Individuals who are monitoring or keeping track of the case's progress. |
| Additional Details | Any additional information or context relevant to the case. |
| Short Description | A brief summary or title describing the main issue or request. |
| Description | A detailed explanation or narrative providing background information and specifics related to the case. |
Notes
The "Work Notes" sections, along with the "Timeline," are additional components often included in case management systems to facilitate communication, documentation, and tracking of activities related to a case.
Work Notes
They serve as a communication channel for documenting progress, updates, actions taken, and any relevant discussions related to the case. Work notes provide transparency and enable collaboration among team members, stakeholders, and the individual(s) affected by the case.
Timeline
The Timeline preserves a historical record of added notes and allows for attachments to be included within those notes.
HR Task
In an HR Case Management system, the HR Task related list typically refers to a section within the case record where all tasks associated with that specific HR case are listed. These tasks are actions or activities that need to be completed as part of resolving the case or addressing the HR issue at hand.
