Configuring Case Types

Creating a new case type

1. In the OpenCase Admin menu, click on "Manage case types".

2. Click the "Add Case Type" button.

3. Choose a label (name) for the new case type

4. Tick which types of people can be involved in this type of case

5. Tick which types of activities can be logged against this type of case.

6. Save. This will take you back to the list of case types.

7. To add custom fields, choose "Manage Fields" from the dropdown next to the newly added case type. See Configuring Fields for more about this.

Editing a Case Type

1. In the OpenCase Admin menu, click on "Manage case types".

2. Find the one that you want to work on.

3. If you want to change the name of the case type, or change which kinds of people can be involved in that type of case, or change which types of activities can be logged against it, then click "Edit".

4. If you want to add, edit or delete custom fields belonging to that case type, select "Manage Fields" from the drop-down next to the case type you want to change. See Configuring Fields for more about this.