A Case serves as a repository of information pertaining to an end-user that necessitates investigation and decision-making. Consider, for instance, a ride-sharing marketplace within One Stop; a Case could encapsulate all Verifications and Customer Profiles, related to a specific driver. The investigation of such users becomes imperative for various reasons:

Onboarding: The determination of whether this user should be permitted to onboard the platform.

Once this data is housed within a Case, it becomes assignable to a team member for investigation and decision-making. Assignment can be executed either through the One Stop Portal.

Typically, the One Stop Dashboard employs a case template configuration for visualizing the data within a Case.

Case statuses

The investigation lifecycle may traverse multiple stages, and these stages are delineated through Case Statuses.

Default statuses for Cases include Unassigned, Assigned, and Completed. These statuses suffice for many case management processes.

Tracking stages within operational processes
- New request → Transfer initiated → Ready to order → Ordered
Coordinating review between 2 teams
- Unassigned → Assigned to Team 1 → reviewed by Team 1
- Unassigned → Assigned to Team 2 → reviewed by Team 2 marked as Approved
Reflecting steps in the team’s review process
- Unassigned → Assigned → Unassigned → Assigned → Completed