This article explains how to set up a Case Type through Unity® PMS Accounts platform.
To start, let’s head to Maintenance > then select Case type.
To Set Up a Case Type
On the CaseType Maintenance window:
- Click the Insert button. This will automatically add a new field on the CaseType Maintenance table
- Enter a Code. Since we will be adding the case type to our record, we can allocate the next number and type it as the Code
| Note: The Case Type Code depends on the type of code used on your record. This can be a series of numbers, letters or initials of the Case Type’s Description. |
3. Enter the Description. Either enter the text manually or click the drop-down menu
to select from a list of standard Descriptions
4. Select the Department from the drop-down menu
5. Once done, click Save
To Archive or Set a Case Type as Inactive
For case types that are no longer in use:
- Select a Case Type
- Untick the Active checkbox
- Then, click Save
This will then set the selected case type as Inactive.
Refer to the Unity® PMS Accounts training video on how to set up a Case Type: