View a Case Type

The View option allows you to see more detailed information than is available on the main Case Types panel.

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.

To view the details of a case type, follow these steps:

  1. Click Template Setup on the PLL Admin menu panel and select Case Types.

  1. On the Case Types panel, select the check box next to the role you wish to view, then click View record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

The View: Template Type panel displays all the basic information about the case type.

  1. Click Cancel to close the View: Template Type panel.