Based on configuration settings, workers have the option to create an application case directly, without the necessity of completing an application form via a script. The minimum information required to create the case is captured. To create an application case directly, the worker must select the type of application case to create. The application date is defaulted to today's date, however the worker has the option to change it. The worker also has the option to enter any special assistance requirements that the clients on the application may have, the method by which the application was received, for example, in person or by phone, and the client's preferred contact method in relation to the application case, for example, email or phone. When this information is saved, the application case creation process is invoked.
Once the application case is created, the worker can add the additional information required to process the application: