The Class Codes Mini Directory stores the user-defined Class Codes. These codes provide another means for categorizing cases. The Class label displays on the Case Tab of a Case Folder. This field is used to filter for cases in Browse Cases and in Reports by Class Code (e.g., Case Listing by Class Code).
NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.
To add a new Class Code, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Code field of the new entry to enter edit mode. Code is a required and unique field. Up to 20 characters can be entered in the Code field and up to 40 characters in the Description field. New Class Codes are Active by default.
To delete a Class Code, click the delete icon to the far right of the entry.
Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.
Click the No button to abort the deletion.
Click the Save button to keep your changes.
