By the end of this session, you should understand how to set-up CiviCase and when it can be used


Specific objectives:

Learning points

You should aim to cover the following points in this session

Extra points that it would be good to go into, if there is time include:

Session plan

This session should last 30 minutes and there are no exercises.

Basic concepts (15 minutes)

Give the group a basic understanding as to what a case is. That;


Ask the group to give example case types and discuss these. A good simple example is a medical one - 'open case', 'see doctor', ' approved for physiotherapy', 'attend physiotherapy sessions', 'close case'.
Or a Housing case type.

Go to the Case dashboard and look at each of the screen elements.

You should then create a new case of type Housing Support, show the status and look at the activities that appear in the timeline.
It is important to make it clear that the timeline doesn't have to be fixed and then you can add other activities to the case. 

Explain the Case Roles and highlight how the existing contact relationships and case resources also appear on the case screen.
Case resources are available to all cases of a given case type.

Search for some cases and show the learners how you can use find activities to look for specific case activities (e.g. Search for open case activities only).

Adding a new case type / Case configuration (15 minutes)

Explain that setting up a new case type requires careful consideration.  

Navigate to Administer->CiviCase->CaseTypes.

More useful tools for Case Management

Explain that the Wiki / CiviCRM book contains more detail on case management. See the CiviCase section.