Case Management FAQs

This topic provides answers to frequently asked questions regarding the Case Management component.

ClosedWhere are Enterprise users created?

Users are created in the Enterprise System Manager. See Create New User for more information.

ClosedHow do I create a Security Template?

Security Templates, which had formerly been created in Case Management, are now created in the System Manager. See Overview: Security Templates for procedures.

ClosedDoes Enterprise come with default permission templates?

Yes. The following default templates are provided to assist with setting permissions for common workflows: Case Admin, Review Manager, Internal Reviewer (review case only), External Reviewer (review case only, and External User (review case only).

ClosedHow do I assign groups to a Case?

Groups, which are created in the System Manager, are also assigned to cases in the System Manager. See Create New Groups for details.