Maintaining Case Number Formats

If you want the system to automatically assign case numbers to each case entered in the system, you must set up a format for the system to use when creating the numbers. The format tells the system what information should be included in the case number. You can include an abbreviation of the case type token (for example, PR for probate), the court unit, your office code, the year, or any customized text your office may use to define a case.

Only users with the appropriate rights can set up case number formats to be used in your office.

You can set up as many case number formats as you want. You might want to use a different format for each case type or you can use the same format for all cases entered in your office.

To set up case number formats:

Click Administration from the navigation menu. Click Cases in the System Codes section, and then click Case Number Format.

Select one of the following methods:

•

Click

to create a code, and enter a code word.

•

Click an existing code to modify.

Complete the case number format fields displayed.

Click Save (ALT+S).

After you have set up the formats you want to use, you can assign the formats to the case types.