IBM Case Manager 5.1 - Guia Do Usuário

IBM Case Manager

Version 5.1.0.0

User's Guide

SC19-3274-00



IBM Case Manager

Version 5.1.0.0

User's Guide

SC19-3274-00



Note

Before using this information and the product it supports, read the information in “Notices” on page 123.

This edition applies to Version 5 Release 1 of IBM Case Manager (product number 5725-A15) and to all subsequent

releases and modifications until otherwise indicated in new editions.

© Copyright IBM Corporation 2010, 2011.

US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract

with IBM Corp.

Contents

Adding and deploying a case

management solution. . . . . . . . . 1

Adding a solution . . . . . . . . . . . . 2

Adding and reusing properties . . . . . . . 3

Deleting case properties before deploying a

solution . . . . . . . . . . . . . . 5

Adding and selecting roles . . . . . . . . 6

Roles in solutions. . . . . . . . . . . 7

Personal and role in-baskets . . . . . . . 7

Adding in-baskets to roles. . . . . . . . 9

Adding and modifying document types . . . . 9

Document types. . . . . . . . . . . 11

Adding and modifying case types. . . . . . 12

Case types. . . . . . . . . . . . . 14

Designing views. . . . . . . . . . . 15

Adding tasks. . . . . . . . . . . . . 17

Tasks in solutions . . . . . . . . . . 18

Task initiation . . . . . . . . . . . 20

Building workflows to complete tasks . . . 21

Adding a workgroup to a task . . . . . 23

Adding attachments to a task . . . . . 25

Adding a swimlane to a task . . . . . 26

Adding a step to a task . . . . . . . 27

Creating routes in a workflow . . . . . 35

Adding workflows that are not associated

with tasks. . . . . . . . . . . . 41

Integrating business processes with IBM Case

Manager solutions . . . . . . . . . . . . 42

Adding a FileNet Business Process Manager

process as a task. . . . . . . . . . . . 43

Importing an existing workflow into a

solution . . . . . . . . . . . . . 44

Updating case property values in a reused

process. . . . . . . . . . . . . . 44

Removing a reused process from a solution. . 45

Adding an IBM Business Process Manager

process as a task. . . . . . . . . . . . 45

Adding a task that runs an IBM Business Process

Manager Advanced business process . . . . . 46

Adding business rules from IBM WebSphere

ILOG JRules BRMS to a solution . . . . . . 47

Validating and testing your solution . . . . . . 50

Modifying the default case

management client application . . . . 53

Components of a widgets application. . . . . . 53

Spaces . . . . . . . . . . . . . . . 54

Pages . . . . . . . . . . . . . . . 55

Widgets . . . . . . . . . . . . . . 56

Roles in solutions . . . . . . . . . . . 57

Cases . . . . . . . . . . . . . . . 58

Work items . . . . . . . . . . . . . 58

Creating pages and spaces . . . . . . . . . 59

Case Manager Client spaces, pages, and widgets 60

Solution space . . . . . . . . . . . 60

Step Pages space . . . . . . . . . . 63

Case Pages space . . . . . . . . . . 69

Creating a page in the Case Pages space. . . . 75

Creating a page in the Step Pages space. . . . 76

Creating a Solution space. . . . . . . . . 77

Widgets reference . . . . . . . . . . . . 78

Attachments widget . . . . . . . . . . 80

Configuring where attachment content is

displayed . . . . . . . . . . . . . 81

Case Data widget . . . . . . . . . . . 83

Case Form widget . . . . . . . . . . . 85

Configuring the Case Form widget to use a

form template . . . . . . . . . . . 87

Configuring the Case Form widget to use a

form attachment. . . . . . . . . . . 89

Case Information widget . . . . . . . . . 89

Task view for the Case Information widget . . 90

Documents view for the Case Information