Edit a Case Template

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 a template.
  2. If the template will be used for automation, populate the Case Status and Next Case Status fields on the Automation panel.

  1. Populate other data in the additional panels as desired.

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