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Processes, procedures & operating systems · Working

Case management

Also called: case workflow

ELI5

Coordinating information, tasks and decisions around an individual matter or customer case.

Used in conversation

“The process map needs an exception path for case management.”

Pitch context

You will see “Case management” in operating plans, procurement packs, supplier reviews and supply-chain reports when the discussion reaches processes, procedures & operating systems.

Why it matters: In processes, procedures & operating systems, the definition can change ownership, capacity, process, cost or safety decisions.

When the words have to travel

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Sources & evidence · 3

Direct term-level sources and supporting source families.