Reference
Cases and case types
Understand the case type definition, published version, and each case created from it.
What these concepts mean
A case type defines one kind of work. It contains the information, roles, stages, tasks, requirements, and files used by that work.
A case is one item of work created from a published case type version.
Why they matter
The case type gives similar cases a shared structure. The case still responds to its own information and completed work.
A published case type version does not change. A new version does not move open cases by itself.
How they work together
- A builder creates and checks a case type draft.
- Publishing creates a numbered version.
- A person opens a case from that version.
- The case shows available work and requirements.
- Case workers record outcomes and evidence.
- Pūnaha adds important events to the case history.
Who manages them
Case solution builders manage case type drafts and versions. Case workers complete allowed work in individual cases. An authorised administrator can preview a move to a later version.
Related tasks
Return to the glossary.
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