Key case management features in TotalAgility

Case definition processes where you define fragments that can share case artifacts.

Case fragment processes are linked to the case definition and can directly access case artifacts such as data, roles, and process events.

SLA (Service Level Agreement) to manage key performance indicators across a case and fragments that allow process participants to rapidly view when processes are at risk of exceeding targets and allowing them to take corrective action if necessary.

Associated (shared) processes to a case.

Process events for inter-process synchronization.

Dynamically allocate resources to drive resource assignment at runtime based on attributions of the case.

Fixed and floating roles within the case.

Skins, different flavors of the case fragments based on attributes of the case.

External resources used within the execution of the case.

Case closure to wrap everything up when the case is completed or terminated.

Case states, the states a case can go through.

Key case milestones that can influence tasks within fragments.

Work types for grouping and finding running jobs. For case management, an additional attribute, Scope indicates whether all fragments use the case data, or have their copy.

Metrics

Case reference set up after case creation.

Understand the link between fragments versions and case versions. As a fragment has the reliance on the case definition, all fragments and cases must be kept synchronized.

View consolidated information at runtime and view all tasks in chronological order regardless of the process they were executed in.

Action to take if the case is terminated or completed without all associated processes being complete.