Creating an Application Case

An application case can be created manually by a worker, or can be automatically created when an application is submitted by a citizen online from Universal Access. The organization can configure whether a worker has the option to create the application case with or without an application form.

When a worker is creating an application case, he or she must first search for or register the client for whom the application case is being created. Additional clients may be added via the application form, if configured, or from the application case tab once the case is created. When an online application is submitted, and Cúram is configured as the intake processing system for the application, the application case creation process is invoked automatically. The following sections describe the application case creation options in more detail.