Create Categories
Introduction
In this guide, we will explore the process of creating a new case category in the case management system. Case categories help organize and classify cases based on their specific attributes. By following these steps, you will be able to access the necessary sections, create a new category, and save it for future use. Let's get started!
Steps to Create Categories
1. To begin, click on 'Case Management'.
2. Next, navigate to the 'Setup' section.
3. Then, select the 'Case Categories' option.
4. To create a new category, click on 'New'.
5. Now, enter the desired category name.
6. If necessary, describe in the designated box.
7. If applicable, choose a parent category by typing in the provided box.
8. Utilize the search icon if needed for assistance.
9. Finally, save your newly created category by clicking on 'Save'.