Edit a Data Detail in a Data Group

PREREQUISITES:

  • The Case Data Groups security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click PLL and click Case Data Setup.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. On the Case Data Setup panel, select a case data group.
  2. On the Data Details panel, select a data detail.
  3. Edit any desired fields in the Case Data Details section.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.