Custom case contact roles AS

Select Custom case from the Workflow settings.

To access the Workflow settings, select Administration from the top bar dropdown.

The system allows you to create your own custom case contact roles, so you can set a role for a contact when managing a case.

You can Add a new role or Edit an existing contact role.

Select Add.

Understanding the information displayed

Role name - the name given to a case contact which best describes what they do.

Role name (plural) - the plural of the role name. Category - the category groups the role types when you select a role for a new case contact during the case management process.

Allow administrators to setup regular contacts of this type - this option enables administrators to set up regular contacts for this role type. Display recently used contacts when adding these contacts - this option enables any recently used contacts of this role to be displayed when managing cases for example if you are setting up a panel hearing and you are choosing the panel chair then any you have previously used will be available for you to select.

Once you have completed your configuration options then Next