Edit a Case Type

Existing case types can be edited.

PREREQUISITES: The Case Type 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 Types.

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

2. On the Case Types panel, click the case type you want to view.

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

NOTE: Multiple case types can't be edited at once if some are active and some are inactive.

3. On the Case Type Details panel, make any changes needed.

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