๐๏ธ Configure case types and workflows
Create a case type, define allowed statuses and transitions, attach deadlines, and link the document checklist.
๐๏ธ Set up automatic actions
Create rules that fire on case events: create tasks, send notifications, transition status, kick off integrations.
๐๏ธ Manage Procest settings
Walk the Administration > Procest settings page: version, register configuration, ZGW mapping, map layers, AI features.