Add a Designation Type
In Case Manager, you can open a case and then add designation types to your open case on the Designations tab.
To add a designation type:
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Open Case Manager.
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Double-click on a case to open it.
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Select the Designations tab. The Designations table appears.
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Click the Add Designation Type button.
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Enter the information for the designation type in the dialog.
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Name - The name of the designation type
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Color - A color to help identify the designation type
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Party - The party responsible for the designation. For more information on defining parties, see Overview: Parties.
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Click the Save & Close button.
The Add Designation dialog appears.
Input the following information:
The dialog closes, and the designation type information is added to the case.
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023