Case Service Class Setup

If you have multiple Case Services (programs) that fall into natural groupings you can create categories or classes of Case Services for grouping/reporting purposes. The Case Service Classes do not appear in the system to Workers except on the report parameter selection pages. For information on Case Services, please see this article.

Add a Case Service Class

To setup Case Service Classes you will need to be logged in with a System Administrator account.

1. In the System Setup section click Agency.

2. In the Case Service Class section click Add.

3. Enter a name for the new Case Service Class.

4. Click Save.

Edit a Case Service Class

1. In the System Setup section click Agency.

2. In the Case Service Class section click the Case Service Class you would like to edit.

3. Edit as required.

4. Click Save.

Delete a Case Service Class

1. In the System Setup section click Agency.

2. In the Case Service Class section click the minus (-) icon next to the Case Service Class you would like to delete.

3. A confirmation box will appear, click okay.