All work
Case management
Application & Case Management System
Organisations that process applications need to see where each case is, who owns it and what is due next.
Who it's for
Staff teams that receive, review and decide on applications.
What you can do
- Application intake with supporting documents
- Document review and assessment by an officer
- Manager decisions on assessed applications
- Applications list with status, assignee and deadline
- Filters for drafts, emergencies, reassessments and overdue items
- Role switcher for different staff views
How it works
- 1An application is created and its documents are collected
- 2An officer reviews the documents and completes an assessment
- 3A manager makes the decision
- 4Officers track status, owner and deadline for every case
Screens
Select any screen to see it larger. Names and details shown are fictional.
Business management
Officer dashboard: caseload counts and applications in progress. Sample records. Applications: status, owner and deadline for each one. Sample records.
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