Tip #272 - Configure Case Statuses To Be Available Based On Case Group

You can configure your system to allow for the selection of Case Status(s) that only apply to cases in specific Case Group(s). This powerful feature can help to eliminate data entry errors by limiting the choices to specific items you designate. For example, in your Auto Accident cases you may have statuses defined as “Demand Pack Prepared,” “Demand Made,” or “Under Insured Arbitration Scheduled.” Statuses, such as these, may not apply in your Mass Tort Cases, so you may not want them to be available. The feature applies to the “Main Status” as well as other Statues “Types”(Sub-Statuses).

How To Configure Your Case Statuses to Activate This Feature:

Go to Admin >Picklist Maintenance >Case Statuses.

Select and edit the status (or Status Types) you want to work with, and then select the Case Group(s) from the drop-down list.

Thereafter, only cases in the group(s) designated will have that status available for selection.

Note: Unless this configuration is done, by default, all statuses that were defined in Status Setup will be available in all cases.