The CiviCase component includes a sample configuration that allows you to try out CiviCase features prior to configuring CiviCase for your specific organizations needs.

Review the planning section of the configuration guide for an overview of concepts and terms. You can also review Physician Health Program's user documentation to get acquainted with a specific installed configuration of CiviCase from the user perspective.

You can also explore the sample CiviCase configuration on our public demo:

What's Included?

The sample configuration provides examples of case types which might be used in a community-based human services organization:

It does not include configured custom fields for these activities - although you can add these yourself once the configuration is loaded from Administer CiviCRM > Customize Data and Screens > Custom Fields. Select Activities in the Used For field and then select the activity type you want to add custom fields for.

Step-by-step

  1. Enable the CiviCase component.
  2. Verify permissions.

1. Enable the CiviCase component

The CiviCase component is included in CiviCRM downloads, but it is NOT enabled by default. To enable the component:

2. Verify Permissions

You will need to create a contact record for each staff member or service provider who will be trying out / using CiviCase. These individuals will also need to have a user account (Drupal and Joomla installs). If you are new to CiviCRM, please review the Access Control section before continuing.

You should also add contact records for service providers who will be assigned case roles but will not be accessing the CiviCase system. CiviCase will allow your staff to easily send emails to these providers with pertinent case and client information, as well as record case-related interactions reported by them. Click New Individual from the Create New button to begin adding contact records.