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Written by Case Titles can be created in Nookal to streamline the case assigning process as well as for internal reporting. Once created, users can select a specific Case Title from a dropdown list when creating new cases.
See steps below on how to create Case Titles.
1. Go to Setup.
2. Click Titles under Practice.
3. Select the Case Titles tab.
4. Click the + icon on the top-right of the page.
5. Add Case Title name.
6. Select the Type of Case this Title can be used for.
7. Select Locations where this Case Title will be available.
8. Set the Status as Active.
9. Click the Save icon.
The newly created Case Title will appear in your list of Case Titles.
Editing a Case Title
1. Click on the Case Title you wish to update.
2. Update the Case Title, Type, Location or Status.
3. Click the Save icon.
The Case Title will be updated with the new changes.