Enterprise Data
AI Automation
CASE MANAGEMENT SYSTEM

CubeDrive Case Management System

A case management system gives service teams one place to capture requests, assign work orders, track review stages, and resolve cases. It connects the service organization and equips agents with the information they need, including activity history, case status, recommended next actions, and essential customer details.
CubeDrive's Case Management tools help teams categorize requests, manage case progress, and keep related work orders connected. Team members can review cases, resolutions, and aggregate information, helping the company improve service quality, products, and business processes.

Build a Custom Case Workflow

CubeDrive's drag-and-drop method makes building a case management workflow easy and intuitive, even for non-technical users. Teams can define fields, layouts, statuses, and review steps that match their real service process.

Track Case Progress with Linked Work Orders

Each case contains a list of statuses, with every status linked to a specific work order. When a work order status is updated, the case status is updated automatically, ensuring that agents and teams are always working with the latest information.

Automate Tasks to Streamline Workflows

Empower agents by automating routine tasks. Agents can follow structured sequences, receive prompts for required information, and move cases through consistent review steps from intake to resolution.
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Create and Track Cases

Users can click Case Management Template to automatically generate a case management system. Users can also log in to their CubeDrive account, click the "Create Form" button, and build a custom case form with the drag-and-drop method. After entering the required fields and clicking "Save & Publish", the case management system is generated online.

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Each case can include dynamic statuses that help agents track the full review process. A case workflow can include stages such as:

  • New Project Input
  • Initial Screening Review
  • Essential Assessment Review
  • Financial Assessment Review
  • Consideration Review
  • Due Diligence Review
  • Final Approval Review
  • Agreement Execution Review
  • Reject Open Review
  • Issue Resolved
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Tip: Case statuses are automatically updated after related work orders are updated.

Each case item includes one path. The path guides users through the required case process and highlights the key fields for each stage. All path information can be configured in the form settings.

Work Orders

Work order record types can be predefined by the business. Before a new work order is created, the end user selects the record type. Each record type is bound to a specific work order page layout.

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Tip: Record types allow administrators to create different page layouts with custom picklist fields and values for various business processes.
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Apply Business Logic

After users open the form, they can click the icon and start building the application business logic. Configure the flow and add status changes to the case and work order reviews.

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Case flow automatically changes the case status based on the entered work order information.

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Review flow automatically sets the case review status based on the entered work order information.