Case Types can be added to the Case Types Directory from the list view.
NOTE: You must have Add permissions to Directories > Case Type Directory.
To add a new Case Type:
From the Settings tab, select the Case Types button.
Click the + Add button on the right, above the Case Types list view.
A new Case Type detail view will display with the General tab selected. Until a Case Type is entered, all other tabs will be disabled.
Enter the new Case Type code in the required Case Type field and select a Primary Staff Role in the Staff Assignments section. Staff Roles are defined in the Staff Role Mini Directory.
Click the Save button to keep your changes and activate the remaining Case Type tabs.
A success banner will temporarily display when the new Case Type has been created. Once saved, the Case Type will become Active.
Once saved, the remaining tabs will be enabled.