Clone a Case Template

You can create a case template based on an existing one by cloning the desired template, then editing it to make it unique.

PREREQUISITES:

  • The Business Case 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 set up. See Case Types for more information.
  • You must have a workflow/task group set up. See Workflows for more information.
  • You must have conditions set up. See Conditions for more information.
  • You must have a fee defined. See Fee Setup for more information.
  • You must have flags set up. See Flags for more information.
  • You must have a people role configured. See People Roles for more information.
  • You must have case data configured. See Case Data Setup for more information.
  • You must have a contractor type defined. See Contractor Types (PLL) for more information.
  • You may set up a sub type if you choose, but it is not required. See Subtypes for more information.
  1. From the home page, click PLL and click Case Templates.

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

  1. On the Case Templates panel, select the template you want to clone.
  2. Click Clone selected items.

  1. In the New Case Template section, edit the information in each field as desired.

The Skip Intake option allows users to bypass the normal process for entering specific information related to the case and proceed directly to the Case Summary page. Users can add all the applicable information at a later time using the panels on the Case Summary page.

IMPORTANT: If the Show Skip Intake option is not selected, the case template will not be available to users working in Respond.

  1. Click Add.