The application provides a number of settings that allow agencies to configure ongoing case management operations. These settings include setting properties that allow the agency to control the number of entries that appear in the case transaction log case and properties that dictate recent case actions, and case closure.
As part of ongoing case management configuration, the application also provides functionality that allows the agency to configure the case search and case approval. Case search configuration allows the agency to control the type of search that is used when searching for cases at the case level: standard or enhanced.
Case approval can be configured using case approval checks. Administrators can also configure the automatic approval of cases by user role. Approval checks determine the percentage of cases or services that will be reviewed by a case supervisor. For example, a case approval check can be set up such that 50% of cases submitted for approval will require manual approval; the other 50% will be automatically approved. At the organization unit and user levels, it must be specified whether the case approval check should apply to a single product or to all products. Setting it at the service level governs all service delivering that service (across all users).
For more information on configuring ongoing case management, see the Cúram Integrated Case Management Configuration Guide.