Cases Policy

The Case Review Policy configuration section in One Stop allows users to define the review process for cases. It provides flexibility in setting up multiple review levels and assigning specific review groups or users to each level. This enables organizations to establish a structured and efficient case review workflow.

Here are the key aspects of configuring a Case Review Policy:

Number of Review Levels:
Users can specify the number of review levels needed for the case review process. This allows for a hierarchical approach to case evaluation and decision-making.
Selection of Review Groups or Users:
For each review level, users can select the appropriate review groups or individual users responsible for reviewing the cases.
The assignment of cases starts with level 1, where the selected groups or users at this level will initially receive the cases for review.
If necessary, after the review at level 1, cases can be escalated to a designated group at level 2 based on the review level configuration in the policy.
Default Review Process:
In the absence of a specific policy configuration, the generated cases will follow the default review process.
The default process allows each approver to assign cases individually, without multiple levels of review.
This default process is simpler and suited for scenarios where a single level of review is sufficient.
Integration with Workflow:
Active Case Review Policies can be integrated into workflows using the "Create Case and Assign Case" node.
By configuring this node with the appropriate policy, the workflow will align with the defined review process for handling cases.
By leveraging the Case Review Policy configuration in One Stop, organizations can establish a structured and efficient case review process. This allows for the smooth assignment of cases to designated review groups or users across multiple review levels, ensuring thorough evaluation and decision-making.