Add an Issue Type
In Case Manager, you can add issue types to your case on the Issues tab.
To add an issue type:
Open Case Manager.
Double-click on a case to open it.
Select the Issues tab. The Issues table appears.
Click the Add button.
- Enter the information for the issue type in the dialog.
The Add Issue dialog appears.
Input the following information:
Name - The name of the issue type (e.g. "Fact")
- Description - An explanation of the purpose or nature of the issue type
Short Cut - The short cut key for the issue type (e.g. "F")
Tool Tip - A quick description that appears when the mouse hovers over the issue type (e.g. "This is a fact")
Color - A color to help identify the issue type
Click the Save & Close button.
The dialog closes, and the issue type information is added to the case.
From here, you can add a sub-issue type attached to a parent issue type. See
Last Revision: 10/14/2021