Add a Sub-Issue Type
A paralegal wants to attach a sub-issue type to a parent issue type he already created.
The paralegal can add sub-issue types to parent issue types in his case from the Issues tab in an open case.
To add an issue type, the paralegal selects the Issues tab in an open case and follows the steps below:
- Click the Add Sub-Issue button.
- Enter the information for the sub-issue type in the dialog.
- Name - The name of the sub-issue type (e.g. "Fact")
- Short Cut - The short cut key for the sub-issue type (e.g. "Shift-Ctrl-F")
- Tool Tip - A quick description that appears when the mouse hovers over the sub-issue type (e.g. "This is a fact")
- Color - A color to help identify the sub-issue type
- Parent - Identifies which issue type the sub-issue type will be part of
- Click the Save & Close button.
The paralegal clicks the Add Sub-Issue button above the Issues table.
The Add Sub-Issue dialog appears.
The paralegal inputs the following information:
Once the paralegal is done entering the information, he clicks the Save & Close button.
The dialog closes, and the sub-issue type information is added to the case under the issue type.