1 min read

Case Management Training

Mar 3, 2023 10:16:10 AM

Prerequisites: Advanced Training
Approximate Length: 1 Hour


This course details the fundamentals of implementing applications that use Adaptive Case Management to build highly ad hoc or unstructured applications that enable users to create applications that combine the advantages of human collaboration and decision-making with the process automation of traditional BPM.

Acquired Skills

  • Create a Case Object and its associated Workspaces.
  • Design Case-based Forms and processes.
  • Build a Case Management Application

Designed For

  • Implementers

Topics Covered

Case Management Overview
  • BPM Assumptions
  • Case Assumptions
  • Case vs. BPM
  • Case Management
  • Case Architecture
  • When should you use Case?
Case Management Components
  • Case Definition
  • Case Dashboard
  • Forms
  • Process Timelines
  • Knowledge Views
Building a Sample Case Management Application
  • The Auto Claim Case Definition
  • Auto Claim Form
  • Claim # Dashboard
  • Manually Supplying Case Context
  • Claims Dashboard
Application Walkthrough
  • Creating a New Case
  • Adjuster’s Report
  • Repair Estimate
  • Summary
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Training Portal

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Have more questions? Need help?

Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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