How to Add, Edit or Delete Case Types

Open the Case Types Window

Open the Case Types Window

1: Click Admin from the Menu.

2: Select Case Types from the drop down list - the Case Types window will open.

Add a Case Type

Add a Case Type

1: Click the New button from the Menu - the New Case Type window will open.

Enter details

Enter details

1: Type a description fro the Case Type.

2: Enter any other relevant details.

3: Click OK to Save the details and close the window.

Edit a Case Type

Edit a Case Type

1: Select the Case Type to Edit.

2: Click Edit from the Menu - the Edit Case Type window will open.

Edit Details

Edit Details

1: Edit details as required.

2: Click OK to Save changes and close the window.

Delete a Claim Type

Delete a Claim Type

1: Select the Claim Type to be deleted.

2: Click the Delete key to delete the Claim Type.

3: If deleted in error, click Undelete to ABORT the deletion.

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