Edit a Case Data Group

Case data groups can be edited individually or in bulk. For bulk editing, see Perform a Bulk Export or Bulk Import.

PREREQUISITES:

  • The Case Data Groups security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Case Data Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Case Data Setup panel, select a case data group.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

  1. Edit any desired fields or check boxes in the Case Data Group Details section and the Data Details section.

NOTE: Your changes are automatically saved, and the changes are verified by a notification at the bottom of the page.