Lesson 4: Introduction to Case page
When you select a case in the dashboard or in the search result of the case section, you get to the case page. On the case page you can:
- Edit the application (but still download the original application that has been sent by the applicant under Actions)
- Choose who is responsible for the case and/or assign it to someone else
- Choose which board meeting it should be assigned to
- Edit available fields (remember the administrator can delete, add and edit fields so they match your needs for case administration)
- Change status of the case
What is very important is that you can change the status of the case. For instance: set a board meeting. This is the actual workflow and will end up in a granted or rejected application at the end. Default statuses in the system that you can choose from are:
Draft
Submitted (New case)
Set to board meeting
Granted
Granted and approved
Rejected
Returned to applicant for more info
Post grant status flow for granted cases:
Payment details and payment plan created
Payment details and payment plan approved