Public Sector Case Management Template for Dynamics 365

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Dashboards

Case Management Dashboard

Provides an overview of all active cases along with a service leaderboard and client satisfaction.

Case Follow-up Dashboard

Provides quick access to follow-up activities and tasks that need to be performed along with a snapshot of their priority for improved time management.


Overview of Work flows

Create an email to be sent to the Police for a case of abuse. (Entity: Case)

Create an email to request approval on the case plan defined by the Case Worker from the Case Worker’s Manager. (Entity: Case)

Create reminder tasks for 1st, 2nd and 3rd follow-ups for the Case Worker. (Entity: Case)

Create an email to be sent to the Case Manager if more than 3 follow-ups are required. (Entity: Case)

Create an email to be sent to the Case Manager if the case is not on plan. (Entity: Case)

Create an email to be sent to the external Vendor involved, in case of a low-performance assessment and inform them of case reassignment. (Entity: Case)

Create an email to be sent to the Case Manager that summarizes the case once it has been resolved. (Entity: Case)


Navigation


Court Case Business Process flows


Business Process flows


PSCM3


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