Life cycle of a Public Service case
A public service request case within one of the three Public Sector Digital Services playbook applications can be in one of several states as it progresses through the fulfillment cycle.
Public Service request case stages
- Intake
- Review
- Process
- Decision
As a public service request case moves through the stages listed above and toward a resolution, the case status is updated. Stage and status are related to each other as described in the following table.
| Case Stage | Case Status | Description |
|---|---|---|
| Draft | The case has not yet been submitted, and the public service request case record has not yet been created. | |
| Intake
Guides the agent to collect the information needed to create the public service request case. |
New | The initial status for a new public service case created through the Government Service Portal or one of the Public Sector Digital Services playbooks. In this state, a government service agent can do one of the following:
In this state, a constituent can do either of the following:
|
| Open | A case changes from New to Open when a government service agent assigns the case to themselves (Assign to me), or accepts a case assigned to
them by a government service manager. In this state, the agent can do one of the following:
|
|
| Awaiting Info | Additional information has been requested from the constituent. In this state, the constituent can do one of the following:
|
|
| Review
Enables the agent to do initial troubleshooting on the case, check for similar or duplicate case requests, and determine what services need to be rendered. |
Open | In this state, the agent can do one of the following:
|
| Inspection in Progress | Inspection of the service location by a field service agent is in progress. Once complete, the case is moved to Process. | |
| Awaiting Info | If an agent requests more information at any time during the Review stage, the status of the case changes to Awaiting Info. In this state, the agent can do one of the following:
In this state, the constituent can do one of the following:
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|
| Process | Work in Progress | The case status changes to Work in Progresswhen the agent selects Start Work. A work order is now in progress to solve the public service request. |
| Work Assignment in Progress | A work order is in progress, and the government service agent resolves any open case tasks associated with the case. | |
| Awaiting Info | The case moves to the Awaiting Info state when an agent selects Request Info to request more information from the requester. The agent has requested more information during or after work has been done to resolve the case. | |
| Decision
Allows the requester to review the agent's decision and either accept or reject. |
Ready for Decision | The case is ready for an agent decision. |
| Resolved | Once an agent provides a resolution code, enters resolution notes in the Resolution Information tab, and selects Propose Solution, the case state changes from
Awaiting Info to Resolved. The Resolution code and Resolution notes fields are mandatory for an agent to propose a solution to the case. In this state, the agent can do one of the following: A case cannot be closed by an agent or agent manager when it is in this state.
In this state, the constituent can do one of the following:
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| Closed | After proposing a solution, the agent waits for a constituent response.
Closing a case as an agent or agent manager requires comments to be added to the Resolution notes field. This is not required when a customer closes a case. A case cannot be updated once it is closed. |
|
| Cancelled | The public service request is cancelled. |