CiviCase is a case-management system for tracking multistep interactions with constituents -- such as social support services, constituent services, and applications for employment. The CiviCase toolset enables organizations to provide a more consistent quality-of-service to their constituents by setting out a base timeline for the services to provide to each constituent. This is a powerful tool that can be adapted to a variety of organizations and requirements. Unfortunately, the initial configuration process for CiviCase currently requires some technical skill -- the site administrator must prepare an XML file, copy the file to server, test, and repeat until the XML file is just right. Thanks to the support of the National Democratic Institute, that's going to change -- we're going to make it easier for site administrators to setup CiviCase without requiring deep technical skills.
The project's goal is to expand the CiviCase configuration GUI to allow complete definition of a CiviCase "case type" (including the options that are currently available through XML). Rather than talk through this, I'll let the pictures do the talking:
