Creating a new Case Stage record

In the Case Stages, you can create a record from the Search Criteria/Results Grid page or from the Details page. If your user id has the correct permissions to create a record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Case Stages resource assigned to your role must include the 'Create' operation.

Creating a new Case Stage record:

  1. From either the Search Criteria/ Results Grid page or the Details page, click on Create.

  2. The Case Stages/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup a Case Type that is related to the Stage that is being created. This is a mandatory field.

    • Enter the new Case Stage. You can enter up to a maximum of 20 alpha numeric characters in this field. Each Case Stage must be assigned a unique code. This is a mandatory field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Case Type/Case Stage combination and click Continue, the details page for that combination opens in edit mode.

  4. The Case Stages-Detail page opens for the new record.

    • Description - enter the full description of the new Case Stage. You can enter up to 128 characters. This is a required field.

    • Complete Stage - this field indicates whether or not the Stage is the final stage for the selected Type. This field defaults to ‘No’.

      • Note: When a Stage is flagged as Complete (i.e. the Complete flag is set to 'Yes'), and that Stage is applied to a Case in the Cases view, then two actions automatically occur:

        1. The 'Actual Completion Date' field is set to the current date.

        2. The 'Complete' field is set to 'Yes'.

    • Sequence Number – the sequence number defaults to 1. You can enter any sequence between 0 and 99999999.

      • Note: The sequence number can be the same for all of the records. In this scenario, there is no 'official' sequence to the steps within a stage.

  5. When all of the information is entered, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Case Stage-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit , the changes are saved and you are returned to the Create page where you can enter another new Case Stage.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the Case Stages are set up.

 

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