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:

1. Open Case Manager.

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

   

3. Select the Designations tab.



The Designations table appears.



4. Click the Add button.



The Add Designation dialog appears.



5. Enter the information for the designation type in the dialog.

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

6. Click the Save & Close button.



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

 

Related Topics

Import Designation Types

Edit a Designation Type

Remove a Designation Type