How to Create a Custom Process Model

Learn how to create a custom process model in Behavioral Case Manager.

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User Permissions:

User will need Manage System Customization permissions to complete the following steps.

Click here for more information on how to manage a user’s permissions.

Log into Case Manager.
Select Admin tab.
Click Manage Models node and select Process Models tab.
Click Create new.
Enter Process Model Details.
1. Name (Required)
2. Description
3. Note
Click Start.
Initial Case Information
1. Click ADD CUSTOM FIELDS.
2. Drag and Drop custom fields to desired areas.
3. Classifications (Optional)
4. Include Tasks (Optional)
5. Include Resources (Optional)
6. Include Tags (Optional)
7. Link Process Models
  1. Click Add Process Models.
8. Click Save.
Process Steps
1. To add additional sections to model, click ADD SECTION.
  1. Name the section.
  2. Click ADD CUSTOM FIELDS.
  3. Drag and Drop custom fields to desired areas.
  4. Click Save.
To enable/disable Tagging Users, toggle the switch on/off.
1. For more information regarding Tagging Users click here.
Once complete with customization, click Publish.

Discover how the Custom Process Model and custom fields can enhance user workflow. Click here to explore their features and functionality!

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