Categories are used to label events, people, and correspondence. They are customizable, can be administered, and can be included in reports.
You can create and manage categories for the following features:
- Document Attachment
- Calendar Event
- Journal
- Contact Type
- Counsel Type
- Email Message
- Participant Roles
- Tasks
You must have the Corporate Administrator role to create and manage Categories.
Categories populate the dropdown lists on pages where these items appear as selectable fields.
Creating a Category
- Click Categories from the QuickLinks section of the Corporate Profile page or in the Administration panel on the homepage. The Category List page displays.
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Click +Create Category. The Create Category window displays.
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Complete the required fields:
Category Name – Enter the name that will appear in dropdown menus throughout the system.
Type – Select the appropriate category type from the dropdown list.
Description – Enter a description for the selected category type. This description appears in the category list.
- Click Save.
The category is created. A confirmation message displays at the top of the page.
Activating or Inactivating Categories
You cannot inactivate some categories, such as the Defendant or Plaintiff Participant Categories.
Navigate to the Category List page.
Select the checkbox next to one or more categories.
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Click one of the following:
Activate – Makes the category available in dropdown menus.
Inactivate – Removes the category from dropdown selections.
Click OK.
The updated status appears in the Status column.