Office

An Office is an element of your organization responsible for processing one or more designated types of case types.

Setting up an office includes entering the name of the office and the information associated with its identification and responsibilities. Most organizations will have different offices according to the types of cases they receive.

In this section, you can manage the different offices within your organization, by navigating to Settings > Setup > Office.

Here you will see a list of all the current offices that have been created:

Table displaying office codes and descriptions for various government agencies.

Creating a New Office

To add a new Office, navigate to Settings > Setup > Office > New. You will need to enter the following information about the new Office.

Form fields for entering office details, including address and contact information.

Edit an Office

You can edit the details provided for the office. If the office no longer exists or is no longer relevant, you can make it inactive.

Steps to Edit Office Information:

1. Go to Settings > Setup > Office. The Office screen displays.

Table displaying office codes and descriptions for various government agencies.

2. Select the initiating office you want to edit and click Edit from the menu bar. The following screen displays:

Form for editing office details including address and contact information fields.

3. Modify any of the details provided above and click Save.

Delete and Office

Go to Settings > Setup > Office. The Office screen displays.

Table displaying office codes and descriptions for various government agencies.

1. Click the office that you want to delete and click Delete on the tool bar. The following message screen displays.

Confirmation dialog asking to delete the 'FIELD' Office with OK and Cancel options.

2. At the prompt, click OK.