Change the Case Type and Subtype

You can change the case type or subtype using the Case Utility tool.

  1. Open the Case Utility tool.
  2. Enter search criteria, such as the case number, case type, or status in the corresponding fields.
  3. Tap Search.

Results matching your search criteria display below the search form.

  1. Select the desired case(s) to update.
  2. Tap Actions.

Image of Case Utility panel Results with icons called out

The Case Action panel opens.

  1. Select the New Case Type from the drop-down list.
  2. Select the New Sub Type from the drop-down list.
  1. Tap Update to update the selected case(s) with the new case type and/or subtype information.

See Case Utility Fields for an explanation of the Case Utility panel fields.