Case intake

Step by step

1. Service setup Municipal Corporation ERP Administrator

   Municipal Corporation ERP Administrator checks the public service definition, its organization and effective period before new work is classified against it.

   • Establishes the service and responsible organization
   • Updates Organizations, Public services

2. Case intake Municipal Corporation ERP Operator

   Municipal Corporation ERP Operator records the application number, citizen reference, submission date, organization and assignee. The case begins in Draft.

   • Gives the application a number and assignee
   • Updates Cases, People

3. Requirement capture Municipal Corporation ERP Operator

   Municipal Corporation ERP Operator adds individual requirement lines and their source references to the case.

   • Separates the requested items and their sources
   • Updates Case requirements, Cases

4. Evidence check Municipal Corporation ERP Operator

   Municipal Corporation ERP Operator attaches supporting documents and identifies the person who verifies each item.

   • Associates and verifies supporting documents
   • Updates Case documents, People

5. Case submission Municipal Corporation ERP Operator

   Municipal Corporation ERP Operator moves a complete application from Draft to Submitted for review.

   • Makes the submitted revision visible for the next check
   • Updates Cases, Case state history

Municipal Corporation ERP Administrator

Maintains the service definition; Municipal Corporation ERP Operator prepares and submits the case; Municipal Corporation ERP Reviewer reads its context at the next handoff.