The Party Role Mini Directory stores the user-defined Party Roles and is a required field when adding a Party to a Case. A Party Role defines a person or company's relationship to the Case. The directory provides a standard list of party roles for consistency in Case entry and is also used when defining user-defined screens and reporting on Party information.

NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.

To add a new Party Role, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Role field of the new entry to enter edit mode. Role is a required and unique field. Up to 35 characters can be entered in the Role field. New Party Roles are Active by default. "Neos Default" is a protected Party Role type that cannot be modified, marked inactive, or deleted.

Reports such as "Party Role Breakdown By Case Type" and Advanced Search reports can be utilized to locate parties in cases by Party Role.

To delete a Party Role, click the delete icon to the far right of the entry.

Click the Save button to keep your changes.