Add a Sub-Issue Type

In Case Manager, you can add sub-issue types to parent issue types in your case on the Issues tab.

To add a sub-issue type:

  1. Open Case Manager.

  2. Double-click on a case to open it.

  3. Select the Issues tab. The Issues table appears.

  4. Click on an issue.
  5. Click the Add Sub-Issue button.

  6. The Add Sub-Issue dialog appears.

  7. Enter the information for the sub-issue type in the dialog.
  8. Input the following information:

    • Name - The name of the sub-issue type (e.g. "Fact")

    • Description - An explanation of the purpose or nature of the sub-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 sub-issue type (e.g. "This is a fact")

    • Color - A color to help identify the issue type

  9. Click the Save & Close button.

  10. The dialog closes, and the issue type information is added to the case.


Related Topics

Add an Issue Type

Edit an Issue Type in Case Manager

Remove an Issue Type

Overview: Issue Types