Step 2 captures the first Case Type for your application. Each case type is designed to capture and process information in a unique way. At least one case type must be created here in the wizard, though additional case types can be added later as needed (see the Application Designer section for more information).
Fill in the information on this page to create your first Case Type. Each field is described in the following table:
Ref | Field | Description |
A | Display Name | The Case Type name as it will show on the form for end users in the application, and when creating new cases. |
B | Description | Optionally, add a description of the Case Type and its purpose |
C | Type Code | A code (max. 4 alphanumeric characters) that is used to create unique folder IDs for each folder in this case type |
D | Associated Offices | One or more Offices that will be associated with this case type. Use the arrows to move offices from the Available list to the Selected offices. Offices under Selected offices will be added to the application. |
NOTE: The Display Name and Type Code must start with a letter, and must be unique
When all fields are filled in, click Next to move to Step 3.
To go back to the previous step, click Previous, or select Step 1 in the left navigation.