Case Management
This business process aims at efficiently managing and handling cases by leveraging Pneumatic Case Management Template. It allows for easy reception of requests via a public form, quick information analysis, and automated email communication with the requester.
Workflow Steps
Step 1 - Open & Triage Case
A new case is opened, assigned a case number, and triaged for urgency and assigned to a case manager.
Step 2 - Investigation & Fact-finding
The case manager gathers information, interviews relevant parties, and documents all findings and evidence in the case file.
Step 3 - Develop Action & Resolution Plan
Based on the investigation, the case manager develops a plan with specific actions to resolve the case.
Step 4 - Execution, Resolution & Closure
The action plan is executed. Once the case is fully resolved, it is formally closed, and a final summary report is generated.
The Purpose of Case Management
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