Configuration · 7 min

Design case types around distinct procedures

Create case stages and fields that reflect real differences in work.

A new case type is justified when the procedure, access, required information or outcome meaningfully differs, not simply because staff use another label.

Step 01

Map the procedure

Document intake, decision points, responsibilities, evidence and closure conditions before configuring stages.

Step 02

Separate meaningful variants

Use distinct types only where the workflow or governance boundary truly changes.

Step 03

Test incomplete and exceptional cases

Confirm staff can save appropriate work in progress and resolve paths that do not follow the common sequence.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

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