Add Flags

This section discusses how to set up new flags.

PREREQUISITES: The Flags security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You will need to have at least one case type. See Case Types for more information. You need at least one condition. See Conditions for more information. You must have users set up in PLL. See Users for more information.

To add a new flag, follow these steps:

1. Click Additional Template Items on the PLL Admin menu and select Flags.

2. On the Flags panel, click Add record near the upper, right-hand corner.

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.

3. On the Add: Flags panel, enter a 10-character Flag code and a brief Description in the respective fields.

4. Select a flag severity from the Severity drop-down list. See Flag Severities for more information.

NOTE: If you select DISCIPLINE from the drop-down list, you will need to select a Discipline Code to select a discipline or trade necessary to complete this flag.

5. Click Lookup next to the Discipline Code field to open a selection window and choose a discipline or trade required for the flag.

6. Select the option button next to the discipline you want to use, and click Submit.
7. Select the Anonymous and Registered check box if the flag will be available to guest users and registered Public Access users respectively.

8. Click Case Stop to set up the case type(s) to which this flag can apply a Case Stop flag severity.

9. Click Condition to set up the conditions that can be applied to the flag and must be met before the case may progress.

10. Click View Stop(Allowed Users) to set up users that are allowed to view the case if the flag is active.

11. Click Save.