Case Type Settings

The Settings configure the general attributes of a case type and its folders. There are two sections: General and Out of the box fields:

General

General settings mainly deal with how the case type and its folders are identified. These are described in the following table.

Section	Description
Display Name	The case type name as it will display on the application home page
Internal Name	The internal name auto-populates based on the entered Display Name. Once created, the Internal Name cannot be changed.
Description	A brief description about the purpose or function of the case type.
Type Code	A unique code associated with the case type, namely used for creating a unique case folder ID for each case folder
Case Number Format	The format for the unique case folder ID, which is assigned to each new case folder. Click the ‘Format’ button to open a pop-up window, where the user can customize the Case Number Format
Default Folder Owner	When a case folder is created, the folder owner will be the user selected as the Default Folder Owner; use the magnifying glass to select a user

Out of the Box fields

Out of the box fields when enabled they are available to track data in case folders. These fields can be used in the UI Designer to bind the controls, and are also available as filters for searching folders.

These settings are described below.

NOTE: After a case is created under a cast type, the Priority Code, Subject, and Contact fields are disabled from editing.

Section	Description
Responsible Office Code	When enabled, case folders can track Responsible office along with Action Office. This is an optional field.
Priority Code	When enabled, priority code will be captured in all case folders. This is a required field. A button to Associate Codes appears when this option is checked. · Clicking Associate codes opens a new window where various Priority Codes can be associated with this case type · Priority Codes can be added and configured in the Priority Codes configuration section · If selected, the response due date and secondary due date options are not available Days for Response Due Date: Calculates the folder’s Response Due Date for selected priority code Days for Secondary Due Date: Calculates the folder’s Secondary Due Date for the selected priority code
Response Due Date	Tracks folder’s response due date. This is a required field.
Subject	Tracks subject or title for the folder. This is a required field.
Contact	An internal field for Contact is included and associated with this case type. A dropdown list to select Single or Multiple appears when this option is checked. This is a required field. This field can be used when creating a form for the case type in UI Designer. Please refer to the UI Designer section for more information. · Single: the field captures a single contact · Multiple: the field captures multiple contacts
Secondary Due Date	Tracks folder’s secondary response due date. It is an optional field.