When is it appropriate to use a Collect Information step in case management?

The use of a Collect Information step in case management is particularly effective for gathering necessary data from users during the course of a case. It is appropriate to utilize this step when the goal is to validate the information that has been collected or to ensure that all necessary details are provided before proceeding further in the case lifecycle.

Using a Collect Information step allows for a structured approach to data collection. This can include presenting forms to users so they can input critical information that impacts subsequent processes or decisions. This step is essential in mechanisms that require verification of data accuracy and completeness, ultimately aiding in maintaining data integrity throughout the case management process.

The other choices refer to different aspects of case management that do not align with the specific purpose of a Collect Information step. Finalizing case submission, setting an initial case status, and assigning tasks are distinct actions that do not primarily focus on gathering or validating information from users as the Collect Information step does.