About the Case Management Forms

The sub-topics for this topic provide field-by-field information on every form used when setting up and administering Case Management. They are intended for use as a reference for the various fields on the forms associated with the services found in the Case Management application.

The forms are documented in alphabetical order. Within each form, tabs are also addressed in alphabetical order. Note that the fields marked as required in these sub-topics are not automatically populated and must be completed by a user to save a record.

The following sub-topics contain information on the Case Management forms:

• About the Case Assignee Postal Codes Form
• About the Case Assignee Rules Form
• About the Case Assignees Form
• About the Case Categories Form
• About the Case Cost Types Form
• About the Case Costs Form
• About the Case Priorities Form
• About the Case Reasons Form
• About the Case Report Methods Form
• About the Case Reporters Form
• About the Case Results Form
• About the Case Roles Form
• About the Case Satisfaction Levels Form
• About the Case Statuses Form
• About the Case Survey Methods Form
• About the Case Types Form
• About the Cases Form
• About the Issue Categories Form
• About the Issues Form
• About the Product Versions Form
• About the Related Issues Form

The following services relate to the Case Management application but are described in topics. Refer to the locations specified below for information on the following services:

• Contact Log Form: See About the Contact Log Form.
• Lists: See Creating Lists.
• Tasks Form: See About the Tasks Form.