F2910 Build an IBM Case Manager Solution (V5.3.2)

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1 Days

6 CPD hours

This course is intended for

This course is intended for solution architects, developers, business analysts, system administrators, or anyone who works as a solution builder within their company.


Build and deploy a solution
Create properties and document classes
Create roles and in-baskets
Create a case type and tasks
Create a workflow
Use preconditions and sets
Automate case packaging
Add case stages
Apply solution design principles


In this course you will create basic case management solutions with IBM Case Manager Builder and Process Designer. Using an iterative solution development process, you will create, deploy, test, and revise your solutions, adding complexity and functionality to your solutions as you gain skills. You will create properties and document classes, configure roles and in-baskets, and define case stages. You will work with case types, tasks, and workflows. This course includes some guidelines on solution design principles. After completing this course, you can build on these skills by taking more advanced or specialized courses in security, user-interface customization, and solution deployment.

Build and Deploy a Solution
  • Build a solution
    Deploy a solution
    Test a solution
    Manage roles
    Redeploy a solution
Create Properties and Document Classes
  • Create case properties
    Create task properties
    Create a business object
    Create document classes
Create Roles and In-Baskets
  • Create roles
    Create in-baskets
Create Tasks
  • Create a to-do task
    Create a container task
    Add the to-do list widget to the Case Details pag
Create a Step Map
  • Open a task in Step Designer
    Create a step map
    Add a workgroup to a step map
    Add an attachment to a step map
Use Preconditions and Sets
  • Organize tasks with preconditions
    Organize tasks with inclusive sets
    Organize tasks with exclusive sets
Automate Case Packaging
  • Open a task in Process Designer
    Add a component step to a task
    Use a component step to package a case
Add Case Stages
  • Add case stages to a solution
  • Use a system step to perform a case stage operation
  • Use a case stage as a task precondition
Solution Design Principles
  • Describe solution design principles
Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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