Remove a Case Type

A case type may need to be removed from the system from time to time. Doing so must be done carefully or could cause errors. This section discusses how to remove a case type safely.

PREREQUISITES:

  • The Case Type security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

IMPORTANT: While it is possible to remove a case type, we strongly discourage you from doing so. Removing a case type causes errors in any cases associated with that case type.

If a case type has not been associated to one or more cases, for example if the case type was configured incorrectly, you can remove it by following these steps:

  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.

  1. On the Case Types panel, select the case type you want to remove, and click Delete selected records.

  1. Click Delete on the Delete Case Types panel.

If one or more cases have already been created using the case type in question, follow these steps to deactivate it:

  1. On the Case Types panel, select the case type you want to inactivate.
  1. On the Case Type Details panel, turn off Active.

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