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Pensieve

Concept explainer

Running a process

Explains how a live case moves through a Cadence process, how staff see the current step and what is next, and how a step is completed.

A live case moves through a Cadence process one step at a time. Staff see the current step and what comes next, and complete a step when the work is done.

How a case starts

A case starts when its trigger occurs, such as a visit opening, or when a member of staff opens it by hand. The case begins on its first step, and its owner picks it up.

The current step

Open a case to see the step it sits on. The current step names the work and the role that owns it. The step that follows shows beside it, so you know what comes next.

Each step raises a reminder card in Quest, so its owner sees it on their own due list without opening the case.

Figure 1.Diagram showing a single step move from waiting, to current where the work is done, to complete, after which the case advances.

Completing a step

When the work is done, mark the step complete. The case advances, and the next owner picks up the step that follows.

  1. 1

    Do the work

    Complete the work the current step asks for.

  2. 2

    Mark it complete

    Mark the step Complete. Cadence records who completed it and the moment they did.

  3. 3

    The case advances

    The case moves to the next step. If the work belongs to another role, the step stays with its owner and shows on their due list until it is done.

Every step names its owner

Cadence records the person who completed each step and the moment they acted. A finished case reads back as a full account of who did what, in order.

What is next

A case always shows the step ahead as well as the step in hand. Staff see the whole path a case takes, so the person who owns the next step knows it is coming.

You see the current step on your due list, act on it, and mark it complete. The case moves on to the next owner.

Common confusions

Where do I see the steps that are mine?

Your steps show on your due list in Quest, raised as reminder cards. You act on a step there or open the case to see the whole run.

What happens if a step runs late?

Cadence marks it overdue and shows it on the board, and a reminder keeps it in front of its owner. Read how an overdue step is brought back on track.

Can two steps run at once?

A case advances through its steps in the order the process sets. The current step is the work in hand, and the next step waits for it.

See every running case together on the process board.