Customize Panel Headings for Case Templates

This tool allows you to change the panel names on PLL cases.

PREREQUISITES:

  • The Function Headings security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To change panel headings, follow these steps:

  1. Click System Tools on the PLL Admin menu panel and select Case Panel Headings.

  1. Find the appropriate panel in the Function Name column and click Edit record next to it.

NOTE: The current panel heading is listed in the Tab Page Name column.

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.

  1. On the Edit: Function Headings panel, enter the new name in the Tab Page Name field.

  1. Click Save.