You will need a valid account and subscription at this point, if you haven't done so already you can sign up for a free trial here.
You wil also need a process set up to create a case for. If you haven't done this yet, please see the getting started guide
Manually creating a case is not the only way to create cases in Operonix. We offer a number of ways to automate case creation from other systems and tools. Please reach out to us if you need assistance with this and we will be more than happy to help!
Go to app.operonix.com and log in to your account and you'll be taken to the home page:
Select the process you wish to create a case for from the drop down and click "Create case":
This will create a new case in a "draft" status and take you into the case:
Start by adding your case items, depending on how your process is set up, you may only be able to enter one of these, or many. Either way, you can fill out the text boxes in the items section, and click "Add" once you have entered the data for each item:
This step may be optional depending on the process. However if supporting info is required, you will need to complete the required fields in the supporting info section and click "Save":
This step doesn't need to be completed to publish the case. However you will need to assign the relevant users to the case so they are assigned tasks for each step in the process. For each role in the case, click "Add User":
A drop down box will display, start typing the email of the user you wish to add to the case to search for them. Note that you can only assign users to a role in a case if they have the corresponding user group - these can be managed in the user admin section
Once you have searched for the user you wish click "Add user" to add them to the case:
You case is now ready to publish! To do this, click the "Publish" button in the top right corner of the page:
Clicking publish will then put the case on the first step of the process, and the user(s) assigned to the case can begin taking the case through the process:
