For case workers
Cases instead of inbox management.
Review incoming applications, set status, raise queries, check supporting documents, generate PDFs and export data. Without piecing together cases from email attachments.
For case workers
Typical tasks.
- Filter applications by status, form, organisational unit and own cases
- Change status and trace processing steps
- Keep internal notes clearly separated from citizen communication
- Generate an A4 PDF for print, filing or handover
- Export structured data for reporting or specialist systems
Application detail
Status changes, queries and ownership stay on the case. It is always clear what has happened and who is next.
Internal note, separated from citizen dialogue
Internal comments and public queries do not mix. That protects coordination and keeps communication clean.
A4 output for filing and handover
When a PDF is needed, the case generates a clean A4 output with schema revision, application ID and attachment index.
Applicant CRM
Cases from a given applicant are easier to find. That reduces searching through inboxes and parallel filing.
Status, queries and internal notes stay directly on the case.
PDF remains available, but the leading working state is the structured case.
Also of interest