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:
Open Case Manager.
Double-click on a case to open it.
Select the Designations tab. The Designations table appears.
Click the Add Designation Type button.
Enter the information for the designation type in the dialog.
The Add Designation dialog appears.
Input the following information:
Name - The name of the designation type
Color - A color to help identify the designation type
Party - The party responsible for the designation. For more information on defining parties, see Overview: Parties.
Click the Save & Close button.
The dialog closes, and the designation type information is added to the case.
Last Revision: 10/14/2021