Case Utility Fields

  • Number: Enter the case number.
  • Tag: Enter the name for the case.
  • Type: Click the Lookup icon to the right of the box to open a selection window and select the case type.
  • Type Description: The description loads automatically when a case type is selected.
  • Sub Type: Click the Lookup icon to the right of the box to open a selection window and select the case subtype.
  • Sub Type Description: The description loads automatically when a case subtype is selected.
  • Project Code: Click Lookup for Project Code to the right of the box to open a selection window and select a project code.
  • Project Description: The description loads automatically when a project code is selected.
  • Status: Select a case status from the drop-down list.
  • Accepted Date From: Enter the beginning date when the case is accepted or select the date using the calendar icon.
  • Accepted Date To: Enter the end date when the case is accepted or select the date using the calendar icon.
  • Public Access Cases: Select the check box to include Public Access cases.

Case Utility Result Fields

Select one of the following options after selecting the case(s) in the search results:

  • Case Renumber: Select to renumber the selected case(s).
  • New Case Type: Click the Lookup icon to select a new case type.
  • New Subtype: Click the Lookup icon to select a new subtype.
  • New Case Number
  • Use Next In Sequence: Select to use the next case number in the sequence.
  • Other: Enter a specific case number.
  • None: Select if no case number is needed.
  • Change Case Status To: Select a new status from the drop-down list. This changes the selected case(s) to the new status.
  • Remove Parent/Child Relationships: Select to remove any parent/child relationships from the selected case(s).
  • Delete Case And Associated Data: Select to remove any associated case data from the selected case(s). If a case has a status of Done, it cannot be deleted through the Case Utility tool.