Status of the case
Case states can be compared to rooms connected by doors. Moving from one state to the next means moving to the next stage of case work. There are several types of states:
Initial state
This is the first "room" where each new case of a given type begins. At this stage, you perform the first steps that start the entire process.
Transient states
These are further "rooms" in which appropriate activities are carried out: completing data, verifying information or making decisions. From transition states you can always move on to the next stage of the process.
Final states
These are the last "rooms" where the case is sent after all activities are completed. They usually summarize the process and prepare documents for the final package. There may be several final states - different endings depending on the type of case.
Due to the way states work:
- initial state has no predecessor,
- final states do not lead to subsequent stages,
- other states allow both entry and exit to other states.
Examples of States
For a case of the type "Application for issuing employee documentation", the first (initial) status is Created. At this stage the situation is as follows:
After completing all required fields, adding appropriate documents and submitting the necessary signatures, the Create button visible in the upper part of the screen is activated. It can be compared to turning a key in a lock - only then can you move on.
Clicking the Create button takes you to the next state where the appropriate documents are generated. This status is called Employee Signature Pending.
In this state, you must upload the generated document and sign it with a facsimile. You can first download the document from the menu that opens after clicking the three dots icon (1), and then add it again using the Add file button.
After uploading the document and completing the required data in the field above, the Submit button (1) is activated, which allows you to proceed to the next stage.
After completing these steps, the case moves to the Review state. At this stage, the HR employee can verify the application and - if necessary - add additional documents.
If everything is correct, you can select Submit for employee approval. The case will then move to the status of Employee Acceptance.
The employee can accept the case or send it for correction. If accepted, the screen will update and the case will move to the Accepted status.
At this point you need to load the documents into the eFOB system. The case will go to the Loading to folder state, in which the documents will be prepared and the HR employee will be able to confirm their loading.
After confirming the operation, the status will change to Documents loaded. No more actions will be available at the top of the screen and the case will be closed.
