Sagsskabelse

Sagsskabelse refers to the creation of a new case or file within a case management system. It is used across public administration, legal practice, healthcare, and customer service to organize work around a defined matter. The process formalizes intake, assigns responsibility, and sets the stage for tracking deadlines and documents.

A typical case record contains case type or category, a unique case ID, involved parties or stakeholders, contact information, dates (creation, last update, deadlines), priority or risk level, status, assigned handler, related documents, and links to workflows or rules. Metadata may include origin channel (online form, phone, in person) and data provenance.

The creation process usually begins with intake, validation of required fields, and assignment of a case number. After creation, the system may route the case to appropriate teams based on case type, geography, or workload, and trigger initial workflows and notifications.

Technology and integration: Sagsskabelse is supported by case management systems, document management systems, CRM or ERP platforms, and workflow engines. Interfacing through APIs allows data exchange with other systems, such as electronic health records, legal databases, or incident management tools.

Governance and privacy: Data protection, access control, audit trails, and retention policies are important. Compliance with relevant laws shapes which data can be captured and how long it is stored.

Benefits and challenges: Benefits include improved transparency, accountability, faster intake, and standardized processes. Challenges include data quality, duplicate records, evolving regulations, and integration complexity.