Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

If any of the items in the Case Group tab are selected, the items in Case Type and Case SubType tabs will be narrowed automatically to only offer those that are members of at least one of the selected Case Groups.

This is true even if Exclude is also selected. The Case Type tab will only display those Case Types that are members of the groups you are already excluding.

Therefore, if you wish to do any further filtering on Case Types or subtypes, it is not generally recommended to use the Exclude button in Case Group.

Case Type

...

  1. Search for the Case Type by selecting from the Start with or Contains radio buttons,
    or

  2. Select the letter from the alphabet list.

  3. Select SELECT VISIBLE to place checkmarks for every Case Type.

  4. Select UNSELECT VISIBLE to remove checkmarks for every Case Type.

  5. Place a checkmark in the Exclude checkbox and select individual Case Types manually to exclude specific Case Types from the search.

  6. Place a checkmark in the Show Inactive Types checkbox to make Inactive Case Types available for filtering.

  7. Place checkmarks in the individual Case Types to narrow the search results.

  8. If applicable, enter additional information in other Criteria Tabs.

  9. Select SEARCH CASES.

    image-20240321-143328.png

...