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Configure zaaktypen

A zaaktype is a workflow template: it tells ZAA what statuses a zaak of this type can move through, which rollen are valid, which eigenschappen (custom metadata) are required, which besluittypen and informatieobjecttypen apply. Every zaak references exactly one zaaktype.

Deprecated

ZAA is no longer actively developed. See the deprecation notice.

Goal

By the end you have at least one zaaktype configured with a sensible default status workflow (Intake → In behandeling → Afgerond), the required roltypen, and the eigenschappen the work needs — ready for case handlers to register their first zaak.

Prerequisites

Steps

  1. Open Zaaktypen from the in-app navigation. On a fresh install the list is empty — every zaaktype is org-specific and admin-managed.

    Zaaktypen list view

  2. Click Add Item. The dialog asks for Identificatie (a stable code), Omschrijving, Doorlooptijd (statutory turnaround), Servicenorm, Vertrouwelijkheidaanduiding, and the relations: Roltypen, Statustypen, Resultaattypen, Besluittypen, Informatieobjecttypen, Eigenschappen.

    New zaaktype dialog

  3. Add at least three statustypen — Intake (volgnummer 1), In behandeling (2), Afgerond (3). The volgnummer drives the order in which case handlers see them in the status dropdown.

    Zaaktype - status workflow

  4. Add the roltypen the process needs — behandelaar and initiator are the minimum; many processes add adviseur, beslisser, belanghebbende. Each roltype has an omschrijvingGeneriek from the ZGW canonical list.

    Zaaktype - roltypen

  5. Save. The zaaktype now appears on the Zaaktypen list and on the zaaktype dropdown when a case handler creates a new zaak (see Register a new zaak).

    Zaaktype - resultaten

Verification

The zaaktype shows up on the Zaaktypen list with the correct counts of statustypen / roltypen / resultaattypen. A new zaak created from it offers the configured statuses in the right order; the rollen dialog offers the configured roltypen; the besluit dialog offers the configured besluittypen.

Common issues

SymptomFix
New zaken from this type only allow forward status transitionsThat is by design — backward transitions need an explicit mogelijkeStatustypen configuration. Add the previous status as a target on each forward status's mogelijkeStatustypen list.
Saved zaaktype, but the Zaaktype dropdown still does not show itBrowser cache — hard-reload (Ctrl-Shift-R). Vue Router stores a stale autocomplete index for ~1 minute.
Servicenorm field stays unhighlighted on overdue zakenServicenorm tracking is opt-in per zaaktype — set both doorlooptijd and servicenorm non-zero, otherwise the SLA widget treats the type as unbounded.

Reference