Grouping Related Case Types

The Type setting allows administrators to create associations between related types of cases. For example, an administrator may wish to group a set of related benefit products and make them available from a drop-down list at the case level. The application provides a Type setting that is used to make these associations. Existing types are available for association with a case type via the type drop-down list.

Product case types are associated with the ProductType code table. A new type can be dynamically added to this code table and published as part of system administration. Alternatively, a new type can be dynamically added when creating a product. If a new type is manually added, the system then displays it within the Type drop-down list where it can be associated with other product case types as required. Manually added types are automatically added to the ProductType code table.

Note that a case can be grouped under multiple types. For example, a product case type can belong to a "rehabilitation" type as well as a "cash assistance" type.

Note: The Type setting is common to product case types and assessment case types.