Tutorial for TotalAgility Case Management

Tutorial overview
Case management overview
Key case management features in TotalAgility
Sample use case
Initial setup
Define a case definition
Define case fragments
- Create the first fragment: Flooding
- Create the second fragment: Broken Door
Skins
- Set the cost of the resource
- Create the instance of a case
Test your Incident Management case

 › Initial setup

Initial setup

Before you start on the case management tutorial, perform the following tasks in TotalAgility Advanced Studio as initial setup.

Import forms
Create a category
Create a work type
Create a query
Create a completion process
Set up key business metric
Create an external resource
Create a group resource

Tungsten TotalAgility 2026.1

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