Clone a Case Type

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

1. From the home page, click PLL and click Case Types.

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

2. On the Case Types panel, select the case type you want to clone and click Clone selected records.

3. Enter the Type and Description for the new template and make any changes as desired.

4. Click Add.