Maintaining Case Type Codes
When a new case is added, users must indicate what type of case they are adding by selecting a case type code. Since these
case type codes are user-defined, you can set up a code for each type of case entered in your office, which allows you to
create very specific case types.
To set up case type codes:
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1. |
Click Administration from the navigation menu. Click Cases in the System Codes section, and then click Case Types. |
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2. |
Select one of the following methods:
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Click to create a code, and enter a code word.
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Click an existing code to modify. |
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