Document Type Code Fields for Forms
Document Type codes are what you select when creating form templates for cases and other various records in Odyssey. The following
fields are displayed when configuring these codes.
Note: There are different Document Type codes for both documents and forms. Ensure you are working with the correct code.Navigation:
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 Document Type Behavior
The fields displayed depend on the default security group.
| Field Name | Field Description |
|---|---|
| Forms Required Data | Click  to select the required data for the form. This data may include address, charge, or event selectors.
|
| Default Security Group | From the drop-down list, select the default security group to which this document type belongs. |
| Available Security Groups | Click to select the security groups to be made available for this document type when creating forms.
|
| Job Priority | Type the priority that these document types should have when merging the forms. |
Location Document Type Behavior
| Field Name | Field Description |
|---|---|
| Document Type | Select the document Document Type code to assign to the merged version of the form that will be attached to the case. |
| Save as | Select the file type to use when saving the merged version of the form that will be attached to the case |
| Attach File Copy Only | Select this check box if only the file copy of the merged form should be attached to the case. |