Add a Case Template

Case templates are the foundation upon which PLL is built. Templates include predefined items such as fees, workflow tasks, and roles to assist users to easily create a case based off of the template. By creating a template, you save the user from having to find and add these items to each new permit or license case individually.

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.

2. On the Case Templates panel, click Add record.

3. In the New Case Template section, enter a code in the Template Code field. This code will appear in drop-down lists and is limited to 10 characters.
4. Select a Type.
5. If desired, use the Assigned To drop-down list to select a user to whom cases based on this template will be assigned by default.
6. Enter additional information in the remaining optional fields as desired.

The Show Skip Intake switch 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 switch is not turned on, the case template will not be available to users working in Respond.

7. Select Auto Status Expiry if you want the status on cases created with this template to automatically move to the Expired or BL-Expired status when the case reaches the expiration date. See Status Codes for more information.
8. Click Add.