How to Create a Person, a Case and the Applicable Workflow

Create a person and a case

Most applications for a Freedom Pass  will be made completing an on-line application through access to the Local Authority's website and the request automatically arrives in the Freedom Pass CMS.

However, some will still have paper applications, therefore this function is used to manually create a new person into the Freedom Pass CMS.  The system will only allow the user to create a new person if there is no existing person using the NINO provided.

The user is presented with the ability to add a new person as illustrated below:

There is a function so that as a part of doing this the relevant case type can be defaulted to new etc.

When a new person is created, the system will then prompt the user to create a case linked to the person record.  The user can then begin to update the case with the appropriate application data.

To create a case, press on the      and the following screen appears:

On completing the screen press on the   button.

This will take you to the screen where you can select the Workflow for which this application is intended: 

By switching to the ‘Workflow’ tab and clicking on  the following dropdown will be shown to select the required Workflow:

If ‘Freedom Pass Application’ is selected, the following screen is shown:

By pressing on  the following appears:

This will now be the point at which the user can now start the workflow process.