Initial setup is done through the Case Management Setup Wizard – an eight-step assistant. It opens automatically when you first open the Case Management Setup page and setup has not yet been completed. You can restart it any time via the Run Setup Wizard action on the setup page.
The wizard can suggest your configuration AI-assisted from your company profile. To do so, it calls an external Ventoo service (see Data protection and technical facts in Ventoo Case Management). The call is optional: if company details are missing or the service is unreachable, the wizard uses generic defaults and you continue configuring manually.
The eight steps
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Step |
Title |
Content |
|---|---|---|
|
1 |
Welcome |
Capture company name, website URL, and language. These feed the AI suggestions. |
|
2 |
Preview |
Suggested names for the four hierarchy levels (Scope Schema, Scope, Engagement, Case), plus detected industry and summary. Names can already be adjusted here. |
|
3 |
Number series |
Number series for scope schema, scope, engagement, and case. Suitable prefixes are derived from the names. Clicking Next generates the full configuration (may take up to 2 minutes). |
|
4 |
Roles |
The generated roles. Review and edit via Open Roles. |
|
5 |
Processes |
The generated processes with steps. Review and edit via Open Processes. |
|
6 |
Attributes |
The generated attribute groups and fields. Review and edit via Open Attributes. |
|
7 |
Naming and language |
The generated naming. Review via Open Naming Entries. Deploy Translation & Finish publishes the translation app. |
|
8 |
Finish |
Confirmation, notes on the translation app, next steps, and permission assignment. |
Navigate between steps with Back and Next. Use Skip Wizard to skip setup; the app then records that the wizard is complete.
The translation app
In step 7 the wizard builds and publishes a separate, small translation app. It contains your naming and translates all entity names throughout the application. After deployment, sign out and back in so the names take effect everywhere.
Order for later changes: first rebuild the base app, then deploy the translation app, then sign out and in.
After the wizard
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Assign permissions – Assign the appropriate permission sets to your users: Case Management - Admin, - Manager, - Consultant, or - Finance (see Permissions in Ventoo Case Management).
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Fine-tune – All areas are reachable at any time via the setup page's navigation actions (see General settings in Ventoo Case Management).
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Map users – In the User Mapping list, define which party and visibility level belong to which BC user.