Difference between revisions of "Manage Types"

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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 /> '''...")
 
 
(6 intermediate revisions by 3 users not shown)
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== List Types ==
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===In This Section===
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In this section, you will be able to create a case type, or edit/delete case types already there.
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== '''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) ==
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=== Create Type (includes Editing) ===
'''Type Name'''<br />
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 +
'''Case Type'''<br />
 
Enter a brief type name.<br />
 
Enter a brief type name.<br />
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'''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 />
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'''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 />
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'''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 ==
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'''Action''' <br />
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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.
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=== 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.