Move a case through its workflow
Cases in Procest follow a configurable workflow: each case-type defines its allowed statuses and the transitions between them. This tutorial walks one case from intake to closure.
Goal
By the end you will have opened a case, transitioned it through at least one status, and confirmed the History tab records the transition.
Prerequisites
- Completed Open and read a case.
- A case-type configured with at least two allowed statuses (see Configure case types and workflows).
- A case assigned to you (or one you have permission to advance).
Steps
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Open the case detail view. The header shows the current status pill: for a fresh case usually Open or In behandeling.
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Click the status pill (or the Change status button on the header bar). A dialog opens with the allowed next statuses for this case-type: only valid transitions appear.
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Pick the target status, add an optional motivation in the Reason field, and click Confirm. The dialog closes; the status pill on the header updates immediately.
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Open the Tasks tab in the sidebar: automatic actions for the new status may have created fresh tasks (e.g. "Review by manager", "Send confirmation"). Required tasks must be completed before the next transition is offered.
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Open the History tab: the transition is logged with who, when, from-status, to-status, and the reason. This timeline is the audit trail.
Verification
You have transitioned correctly when: the header status pill matches the target, the deadline countdown (if the case-type re-bases on status) shows the new due date, and the History tab lists the transition as the latest entry.
Common issues
| Symptom | Fix |
|---|---|
| Status pill is greyed out / not clickable | You do not hold a role that may transition this case; ask an admin to add you as a handler. |
| Dialog shows "No transitions available" | The case is at a terminal status, or the case-type has no outgoing transitions defined: see Configure case types and workflows. |
| Required tasks block the next transition | Complete the open Tasks listed in the sidebar, or have a colleague complete tasks assigned to them. |
| Deadline does not re-base | The case-type has no per-status deadline configured; this is configuration not a bug. |
Reference
- Case management: model and lifecycle.
- Configure case types and workflows: defining the allowed transitions.
- Automatic actions: task generation rules.