Lists

The screenshots on this page do not all reflect the new web version yet.

Case Manager maintains a number of reference lists to help with standardising terminology, streamlining operations and managing processes. These save on data entry, simplify reporting and make sure that rules are followed. Ideally the lists should be set up before you start entering cases.

Lists in the main menu

The most important list are displayed in the main menu for quick access:

• Company List
• Employee List
• Security Group List
• Activity List

This is accessible by selecting Activities.

A link to the Activity List is also available through Other Lists.

• Charge Code List
• Estimate templates List
• Document Templates List
• Tax Code List

Other Lists

The rest of the lists are accessed by selecting the Lists > Other Lists from the main menu and selecting the list from the List Type dropdown list. See Other Lists for details.

Lists and categories

When you create records in lists you specify which categories they apply to. For example a charge code may only apply to a certain category. Another charge code might apply to more than one category. You specify this at the bottom of the screen.

1. At the Categories dropdown list click the checkbox for each category that the record applies to.
2. If the record applies to all categories a quick way to specify this is to click the All categories checkbox.

This setting overrides whatever is specified at Categories (A).