Manage Types: Difference between revisions

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Created page with "== List Types == From here you can see the type details and where they are used. == Create Type (includes Editing) == '''Type Name'''<br /> Enter a brief type name.<br /> '''..."
 
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== List Types ==
===In This Section===
In this section, you will be able to create a case type, or edit/delete case types already there.
 
== '''List Types''' ==
From here you can see the type details and where they are used.
From here you can see the type details and where they are used.


== Create Type (includes Editing) ==
=== Create Type (includes Editing) ===
'''Type Name'''<br />
 
'''Case Type'''<br />
Enter a brief type name.<br />
Enter a brief type name.<br />
'''Use for Cases'''<br />
'''Use for Cases'''<br />
Set to "Green" to use it for cases.<br />
Set to "Green" to use it for cases.<br />
'''Use for Case Events'''<br />
'''Use for Case Events'''<br />
Set to "Green" to use it for case events.<br />
Set to "Green" to use it for case events.<br />
'''Default when Creating a Quick Case'''<br />
'''Default when Creating a Quick Case'''<br />
Set to "Green" to use as the default when creating cases.<br />
Set to "Green" to use as the default when creating cases.<br />


== Delete Type ==
'''Action''' <br />
This is where the [[File:E.PNG|Blue Edit Button|Blue Edit Button]] and the [[File:Delete-.PNG|Red Delete Button|Red Delete Button]] are to edit/delete.
 
=== Delete Type ===
This will delete the case type.
This will delete the case type.

Latest revision as of 11:24, 4 November 2021

In This Section

In this section, you will be able to create a case type, or edit/delete case types already there.

List Types

From here you can see the type details and where they are used.

Create Type (includes Editing)

Case Type
Enter a brief type name.

Use for Cases
Set to "Green" to use it for cases.

Use for Case Events
Set to "Green" to use it for case events.

Default when Creating a Quick Case
Set to "Green" to use as the default when creating cases.

Action
This is where the Blue Edit Button and the Red Delete Button are to edit/delete.

Delete Type

This will delete the case type.