# 15.11 Cases Module

The **Cases** module is designed to manage reports, issues, and internal requests within the company, enabling a structured and traceable workflow. Below are the main features and functionalities of the **CASES** module, which specifically handles internal cases and subcases:

- **Creation and Management of Cases**
- **Management of Subcases**
- **Progress Tracking**
- **Immediate View of Involved Subcases (or Other Modules)**
- **Processes and Automations**
- **Communication and Collaboration**
- **Reporting and Analysis**
- **Integration with Other CRM Modules**

A well-structured **CASES** module improves operational efficiency, reduces request handling time, and increases transparency within the company. It allows for the management of **CASES** and **SUBCASES** in a way that tracks percentage-based progress and sets reminders through pre-installed processes.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2026-05/scaled-1680-/jezimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2026-05/jezimage.png)

**Main Page View of the Cases Module**  
The interface allows expanding the list view to include related modules, a feature configurable through filters in **vtenext**.

Let’s examine the first **Case** in the list above. You can immediately notice an arrow on the left, which allows expanding the view. This function is called the **Relationship Navigator** and is explained in **Chapter 2.6.1 Creating a Filter**.

By clicking on this arrow, you can expand the view and access more information regarding, for example, related subcases. Each **Case** has a **status** and a **due date**. The number of **closed Subcases** determines the **progress percentage**. This automation is coded and cannot be modified from the interface.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2026-05/scaled-1680-/5Sximage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2026-05/5Sximage.png)

In the example above, there are two **Subcases**, one of which is **Closed**, causing the progress bar to automatically update to **50%**. The progress bar is a **uitype 1024** field, which can only be activated and configured via code.

**Case Management Processes**

There are pre-installed processes that automatically manage **deadline alerts** and **status changes**, transitioning from "Due Soon" to "Expired." Let’s examine them in detail:

**Set Alert Date**

If the **Due Date** field of a **Case/Subcase** is not filled in at the time of creation, this process sets the due date to **5 days from the current date**, assuming that the case is being created at that moment.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-03/scaled-1680-/jzHimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-03/jzHimage.png)

**Expiration Management**

This process monitors the values in the **Due Date** fields of cases/subcases. **One day before the due date**, the process automatically updates the case’s status to either **"Due Soon"** or **"Expired"**, depending on the status change. In summary, the case/subcase status follows this pattern:

- **Not Expired**: When the due date is still far away.
- **Due Soon**: When there is only one day left before the due date.
- **Expired**: When the due date has been reached or exceeded.

If the due date is manually changed, the status will be automatically updated based on the described parameters.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-03/scaled-1680-/Nu9image.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-03/Nu9image.png)