Edit a Case Template

Existing case templates may be updated or changed at any time without having to create new templates to replace them. There are also a few controls that are only available on the Edit: Case Template panel.

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 Groups for more information. You must have a contractor type defined. See Contractor Types for more information. You may set up a sub type if you choose, but it is not required. See Subtypes for more information.

To edit an existing case template, follow these steps:

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

2. On the Case Templates panel, click Edit record next to an existing case template.

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. The Edit: Case Template panel contains all the same information as the Add: Case Template panel, as well as a few new items.

Any data on this panel may be changed and updated, except for the Template ID and the Template Code.

NOTE: See Remove a Case Template for more information on the Expired check box.

4. Click Automation to allow the case to automatically advance to the next case status when all fees are paid. See Configure Automation on a Case Template for more information.

5. Click Public Site to configure what screens or tabs are visible to citizens and contractors when they log in through the public website. See Configure Public Site Options on a Case Template for more information.

6. Click Reports to define default reports for the template. See Configure Reports on a Case Template for more information.

7. Click GIS Data to configure map layers to display specific information from the case. See Configure GIS Data on a Case Template for more information.

8. Click Labels to add information on what documents or other attachments are required or recommended for this case template. See Configure Attachment Labels for more information.

9. Click Escrow Fees to select which fees can be paid using escrow funds. See Configure Escrow Fees for more information.

10. Click Save.