Case

KwikWork leverages IBM Case Manager to enable light weight case management capability by enabling advanced case management capabilities through the KwikWork Unified View.  This guide is designed to provide guidance to administrators on activating the case management features of KwikWork.  The Case Management functionality can be configured in the 'Case Management' section of the KwikWork Configuration Panel of the desktop that is being configured.

Step 1 Configure 'Case' Functionality

1. Open the KwikWork Configuration Panel for the desktop that is being configured from the layout tab of the 'Administration View' of the desktop by clicking 'KwikWork UX' from the Features.  Click the 'Config Panel'  then select the Case tab.
   
   

   

   
   
   
2. Select an existing rule and click 'Edit' or click the 'New' button to create a new case rule.  A rule should be created for each case type that will be accessed through KwikWork.
3. Select the name of the case type form the 'Name' drop down.  Use 'any' for default configuration.
4. Select the entry template for the case type selected above. This will be used to display metadata in the 'Main' tab when cases are opened.
5. The 'Show Folder Content'  option allows users to browse all documents and sub folders within a case.  Check or Uncheck the 'Show Folder Content' box to control this feature.
   
   

   

   
   
   
   
6. KwikWork allows users to automatically search for documents that are related to a case.  These are configured in the 'Related Content Searches' grid by adding the search templates that are related to the case from the choice lists in the property field.  After clicking the 'Add' button, select the search template from the list of available search templates.
   
   

   

   
   
   
7. The 'Case Content Searches'  allows users to view various documents that are filed in a case.  KwikWork uses a search template of the document types that need to be viewed and filters the search results to display only documents in the opened case folder. 
   
   

   

   
   
   
8. Use the check box to enable or disable the 'Contact' tab when cases are opened.  The 'Contacts' tab displays any contacts that have been associated to the case.
9. KwikWork is packaged with the default 'Contact Association' search template which performs searches on the Contacts class created during installation.  However in order for KwikWork to be able to add new contacts, the administrator needs to create an entry template using IBM Content Navigator or WorkplaceXT.  Refer to the IBM documentation for details on creating these templates then proceed to the next step.
10. The Contact Association search template created during installation should be selected from the 'Contact Search' choice list.
11. Select the Contacts entry template that was created in step 9 above from the 'Contact Entry Template'  choice list. 
    
    

    

    
    
    
12. The Contact Search and Entry Templates are required for KwikWork Calendaring functionality.  In order to use calendaring for documents, these setting must be configured in an 'any' case rule.
    
    

Configure 'External Pages' Functionality

The KwiKWork 'External Pages' functionality provides the ability to access a Line of Business application by injecting properties of a case into a URL which is displayed in a tab when the case is opened.  To use this functionality, a URL is constructed with the symbolic name of the properties to be injected enclosed in double curly brackets.  An example is shown below.

http://<URL to access System>&searchId={{InvoiceNumber}}&InvoiceNumber={{Amount}}

The 'External Pages' functionality is configured as follows:

1. Click the 'Add' button to create a new row in the grid.
2. Double click the 'Name'  field and enter a name for the external page being configured
3. Double click the 'label' field and enter the text that will be visible to the end user as the heading of the tab when a case is opened.
4. Double click the 'url' field and enter a url following the convention specified above.
   
   

   

Resources

• IBM FileNet P8 documentation can be located at http://www-01.ibm.com/support/knowledgecenter/SSNW2F_5.2.1/com.ibm.p8toc.doc/welcome_p8.htm
• IBM Content Navigator Documentation can be located at http://www-01.ibm.com/support/knowledgecenter/SSEUEX_2.0.3/contentnavigator_2.0.3.htm
• For KwikWork icons configuration, review the KwikWork Icon documentation located at Icons