Add a Case Notification

This section will discuss how to create a new case notification.

PREREQUISITES:

  • The Case Notification Setup security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a case type in the system. See Case Types for more information.
  • You must have at least one people role in the system. See People Roles for more information.
  • You must have at least one contractor type in the system. See Contractor Types (PLL) for more information.
  • You must have the appropriate notification type configured. See Notification Types in the PLL Admin Office Companion 23 Guide for more information.
  1. From the home page, click PLL and click Notification Case.
  2. Click Add record on the Case Notifications panel.

  1. On the Add Case Notification panel, use the drop-down list to enter a Case Type and an Event Type.
  1. Click Add.

If you select Selective Status for the Event Type, a Case Status drop-down list will appear in the Add Case Notification panel, and must be populated before continuing.