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Enabling Case Management

Several steps are required to expose Case Management for use in OEDQ. These are:

• Publishing the Case Management and Case Management Administration applications to the Launchpad;
• Assigning the appropriate security permissions to the user groups who will be configuring and using Case Management.

In addition, for each match processor whose results are to be reviewed using Case Management:

• Case Management must be activated in the Advanced Options dialog (see Configuring a match processor to use Case Management),
• A Case Source must be selected or defined (see Configuring Case Sources), and
• The data streams of the processor must be mapped onto data sources in the Case Source.

Displaying Case Management on the Launchpad

Before the Case Management or Case Management Administration applications can be launched, you must enable their display on the Launchpad. To do this, open the Launchpad in your browser and click on Server Configuration:

Next, click on Applications:

And check the boxes next to Case Management and Case Management Administration:

Press 'Save'. When you return to the Launchpad, Case Management and Case Management Administration will be available in the Applications section.

Granting user access to Case Management

To allow users to run the Case Management applications, you must associate one or more user groups with the application. Typically, you will want to restrict access to Case Management Administration to users who have administrative privileges on the system, and you will want reviewers, review managers and so on to have access to Case Management itself.

See Application Permissions for more information on assigning groups to an applicaton.