Create New Records
| Action | What happens | App |
| Create a new Case | A new case will be created, and it will be accessible to all workers with cb Engage view permissions. | cb Engage |
| Create a new Provider | A new provider facility or agency record will be created, and it will be accessible to all workers with cb Track view permissions. | cb Track |
| Create a new Intake (Report) | A new report will be created, and it will be accessible to all workers with cb Intake view permissions. | cb Intake |
| Create a new Case from an Intake | A new case will be created pulling information from the report, and it will be accessible to all workers with cb Engage view permissions. | cb Intake and cb Engage |
| Create a new Person Profile/Record | A new person profile/record will be created, and it will be accessible to all workers with people view permissions for the applicable app. | cb Intake, cb Engage, and cb Track |
Add and Associate People
| Action | What happens | App |
| Add a person to a case | A service can be added and associated to the person. | cb Engage |
| Add a person to a case | If you associate a cb Track service to a person record, the person will automatically be added as a client of that provider. | cb Engage and cb Track |
| Add a person to a provider | The person will be linked to the provider page. | cb Track |
| Add a person to a report | The person will be linked to the report. | cb Intake |
Build a Relationship Network
| Action | What happens | App |
| Add a relationship to a person profile/record | The relationship will show up on the profile it was created on, as well as, the profile of the other person. Relationships will also show up on a case, if applicable. | Person Profile and cb Engage |
Complete Forms and Add Attachments
| Action | What happens | App |
| Add a Form to provider, case, or report | The form will be added to the record as Incomplete. | cb Engage, cb Intake, and cb Track |
| Complete a Form | Workers can fill out a form and submit it. Once it has been submitted, it cannot be edited or deleted. | cb Engage, cb Intake, and cb Track |
| Add attachments to a provider, case, or report | The attachment will be saved to the provider, case, or report page. Only workers with delete permissions will be able to delete the attachment. | cb Engage, cb Intake, and cb Track |
Create Notes
| Action | What happens | App |
| Create a new note | After saving the note, the note will be saved in the Notes/Recent notes section of the app. The note will be accessible to all users with view permissions for that app. | cb Engage, cb Track, and cb Intake |
| Edit a note | Users with edit permissions can make changes to the note. | cb Engage, cb Track, and cb Intake |
| Delete a note | Users with delete permissions, can delete notes. | cb Engage, cb Track, and cb Intake |
| Email into a case | A note will automatically be created when someone emails into a case. Any Engage user will be able to view the note. *The email will need to be enabled in order for it to work. | cb Engage |
| Email into case with attachments | A note with the attachments will automatically be created. The note will be accessible to any Engage user. | cb Engage |
Create Tasks and Workflows
| Action | What happens | App |
| Add a Workflow | The workflow is created and steps and tasks are assigned. The assignee will receive a notification. | cb Track and cb Engage |
| Add a Task to a Workflow Step | The task will be added to the workflow step. | cb Track and cb Engage |
| Submit a Workflow Step | The step is completed and changes cannot be made. | cb Track and cb Engage |
| End Workflow Early | The workflow is ended with an explanation (comment). The workflow has ended and changes cannot be made. | cb Track and cb Engage |
| Complete Workflow | Submit final step and complete workflow. After the workflow has been completed, it cannot be edited or deleted. | cb Track and cb Engage |
| Add a Task | The assignee will be notified about the task, and the task will be accessible to users with provider roles. | cb Track |
| Complete the Task | After completing the task, it cannot be edited or deleted. | cb Track |
Service Enrollment and Case Involvement
| Action | What happens | App |
| Add a Service | Add and associate a service to a person. The service will be displayed on the case page and the person's profile. | cb Engage and Person Profile |
| Add a Service | After adding a service from a provider in cb Track, the provider record will automatically update capacity information. The client will also be automatically added to the Client section. | cb Track |
| Add an Involvement | The involvement information will be available on the case page in the people section. | cb Engage |