Overview
Case Templates allow you to quickly apply predefined programs and activities to a case during intake. This article explains where to find the Case Template option, how to select it, and what happens after it’s been selected.
Where to Find the Case Template
The Case Template drop-down is located in the Case Management Details section of the Case Intake screen. Templates can only be assigned when the case is being created.
Steps to Select a Case Board Template
- Create a new case and navigate to the Case Management Details section.
- Locate the Case Template drop-down.
- Click the drop-down to view all Case Templates available in your system.
- Select the desired Case Template.
- All programs associated with the selected template will be automatically selected by default.
- You can also have case templates set by default in the system settings (contact support).
- Review the selected programs:
- You may uncheck any program from the program drop-down if it does not apply.
- Any unchecked program will not appear on the Case Board.
- Click Save at the bottom of the case detail page to create the case with the selected template and programs.
When a Case Board Template Can Be Changed
- A Case Board Template can be changed in a case file only if no activities have been added to the case board for that case.
- At this stage, the case is considered uninitialized, and the template can be safely changed without impacting existing work.
When a Case Board Template Cannot Be Changed
Once any activity is created within a case:
- The Case Board Template becomes read-only
- The template cannot be changed to another Case Board Template
- This restriction applies even if only a single activity exists
Why This Restriction Exists
Locking the Case Board Template after activity creation helps:
- Preserve workflow consistency
- Prevent data loss or mismatches
- Ensure accurate tracking of activities and case progress