Appeal Types Code Fields
Appeal Types codes indicate the type of appeal that can be created. For example, an initial appeal or supplemental appeal. The following fields are displayed when configuring these codes.
System-Wide Code and Description Fields
Field Name Field Description
Show this code for Location Select this check box to enable the code for the selected location.
Use for API only Select this check box to indicate that the code is only for use with an application program interface (API).
Code The code word you previously entered is displayed here, but you can enter a different code if needed. If you enter a code word that has already been assigned to another code, a warning message is displayed, as codes must be unique.
Code words can contain numbers and uppercase or lowercase letters. You can also include periods, dashes, underscores, and parentheses. The word ALL cannot be included in the code word, regardless of case.
Description Type a description for the code.
Mappings (ALT+M) This option is not available for all codes. If mapping is available for the code, click this link to map codes in Odyssey to state-specific codes.
System-Wide Effective Information Fields
Field Name Field Description
Effective Date If the code is not available until a specific date, enter the date that the code becomes available.
Obsolete Date If the code becomes obsolete (meaning it is no longer used) or will become obsolete at some point in the future, enter an obsolete date.
The code is considered to be inactive when it reaches the obsolete date and remains obsolete until the date is removed or changed to a future date. When a code is made obsolete, it is no longer accessible to the users and cannot be selected.
System-Wide Appeal Types Behavior
Field Name Field Description
Document Type Select the document type to associate with the specified appeal type.
Save as Select how to save the document type.
Volume Details
Field Name Field Description
Starting Volume #
Enter the volume that you want to be the first displayed on the appeals index.
# of Pages per Volume
Enter the number of pages that you want to be in each volume.
Count cover and index toward volume size. Select this check box to count cover pages and index pages towards each volume’s page limit that is specified in the # of Pages per Volume field.
Note: If there is a cover or index for the entire appeal, those pages count toward the first volume’s page limit. This option functions independently of the Include Cover And Index in Pagination option, which applies page numbers to covers and indexes but does not count those pages toward the volume page limit.
Continue page numbering across volumes Select this check box to continue page numbering across volumes.
Allow a document to split across volumes
Select this check box to display part of a document in one volume and another part of the document in a separate volume.
Only split document if larger than volume size Select this check box to count cover pages and index pages towards each volume’s page limit that is specified in the # of Pages per Volume field.
Note: If there is a cover or index for the entire appeal, those pages count toward the first volume’s page limit. This option functions independently of the Include Cover And Index in Pagination option, which applies page numbers to covers and indexes but does not count those pages toward the volume page limit.
Over Threshold
Enter the number of pages that you want a document to run over the number of pages specified in the # of  Pages per Volume field in order for the document not to be split into two separate volumes.
Doc. Version to Use From the drop-down list, select the document version to use.
Appeals Index Details
Field Name Field Description
Cover
Click Image to select the cover to use for each volume.
Form
ClickImage to select the form you want to use for the letters. Only the forms entered in the Appeal Forms category are available.
Sort index independently of records Select this check box to sort the items in the index independently of the sort order of the records.
Sort Index By
Select "Title" from the drop-down list in this field to sort by title or select the "Date" option to sort by date. Use the second field to indicate if you want the list to be assorted ascending or descending.
Include Second Index Select this check box to allow selection of that distinct index type and to provide the option to generate the two indexes in one file.
Complete the Sort Index By fields to indicate the order in which to sort the index.
Sort Index By
Select "Title" from the drop-down list in this field to sort by title or select the "Date" option to sort by date. Use the second field to indicate if you want the list to be assorted ascending or descending.
Generate Cover & Indexes as One File Select this check box to generate a cover and to allow the two selected indexes to be created in one output file.
Include Cover & Indexes in Pagination Select this check box to include a cover and indexing in the pagination and numbering.
Title By Related Events Tooltip is awkward, pls verify intent of this field.
Page Details
The Page Details section is used to indicate the default settings for page formatting including how pages are numbered, date and time stamps per page, and font.
Field Name Field Description
Sort Records by Indicate the order in which to sort records.
Starting Page # Type the number at which page numbering is to start.
Generate all Docs as One File
Select this option to generate all documents as one file.
Appeals Index per Volume Details
The Appeals Index per Volume Details section is used to indicate the format details for appeals records contained in each volume.
Field Name Field Description
Cover
Click Image to select the cover to use for each volume.
Form
ClickImage to select the form you want to use for the records. Only the forms entered in the Appeal Forms category are available.
Sort index independently of records Select this check box to sort the items in the index independently of the sort order of the records.
For instance, if the records are sorted by title, then the index can be sorted chronologically.
Sort Index By
Select "Title" from the drop-down list in this field to sort by title or select the "Date" option to sort by date. Use the second field to indicate if you want the list to be assorted ascending or descending.
Include Second Index Select this check box to allow selection of that distinct index type and provide the option to generate the two indexes in one file.
Sort Index by Select the order in which the second index should be sorted. Select "Title" from the drop-down list in this field to sort by title or select the "Date" option to sort by date. Use the second field to indicate if you want the list to be assorted ascending or descending.
Generate Cover & Indexes as One File Select this check box to generate a cover and to allow the two selected indexes to be created in one output file.
Include Cover & Indexes in Pagination Select this check box to include a cover and indexing in the pagination and numbering.