Case Title Configuration¶
Each case in JustWare has a case title. This is the name of the case that appears at the top of the case, in the session tab, in hyperlinks to the case, and in search results. It may appear as "Doe, John D. - 132 ~ Seat Belt Violation". Often the case title appears alongside other information (case type, case ID, date, and court numbers are often included in search results) but the case title itself refers to just the pieces of critical information that appear in the session tab and other places.
You can configure the format of case titles. Each subsequent case entered in JustWare of a case type and agency that has a case title rule configured for it will have its title generated in the format specified. Updating cases of the specified types will also update their case titles. Creating new case title rules will NOT retroactively update existing case titles. (To retroactively update all case titles in the database, see "Applying Case Title Changes to Existing/Past Cases" at the end of this page.)
Finding Case Title Configuration¶
Case Title Configuration is located in the Cases section of the Admin landing page.
Create Case Title Rules¶
There are three sections of the Case Title Configuration screen:
- Case Title Configuration code table, located at the top of the screen
- Case Title Parts snap-in, in the middle
- Part Format snap-in, on the bottom
Case Title Configuration Code Table¶
- Add a new record.
- Select or type all required and relevant data for each available field. Some fields may be required while others are not.
|Title Description||Type a description for the case title rule that will help you remember what this rule is used for. Example: "Traffic Case Titles"|
|Agencies Added By||Select the agency or agencies that this case title rule should apply to. You can use this drop-down list to exclude members of certain agencies from having their case titles generated according to this rule. The list of agencies only displays those with users assigned to them. A specific agency and case type combination can only be selected for one case title rule.|
|Case Types||Select the case type or types that this case title rule should apply to. You can use this drop-down list to exclude certain case types from having their case titles generated according to this rule. A specific agency and case type combination can only be selected for one case title rule.|
|Allow Manual Edit||Select this check box to give users the ability to manually edit the title of individual cases. See "Creating a Case Session" for details on editing individual case titles. To be able to edit case titles, users must be in a security profile that has the CanEditCaseTitle attribute and have permission to update the Case Information snap-in.|
Case Title Parts Snap-in¶
- Add a new record.
- In the Part Number field, type a number to dictate the order in which the part will appear in case titles. For example, type 1 for this part to be the first part displayed.
- In the Part Type field, select the type of information to display for this part of the case title.
- Configure the format the part should be displayed with in the Part Format snap-in (see below). The information displayed in the Part Format snap-in changes depending on the part type you have selected in the Case Title Parts snap-in.
- Repeat steps 1 through 3 until all the desired parts are included and formatted.
Part Format Snap-in¶
For each part created in the Case Title Parts snap-in, configure the details of how the part will be displayed. The information displayed in this snap-in changes depending on the part type selected above.
Selected Part Type
Default Title (Name ~ Charge)
Select the format option that best fits the charge information you want to be displayed:
Type text in the box to be displayed in the case title as static text that does not change from case to case.
Select a case involved name to appear in the case title.
Select an Agency Type. The case number of the selected Agency Type that is marked Lead and Active on the case will be displayed in the case title.
Save the Session. (Click Save button or
S) The case title rule you configured is now active and
new cases entered by members of the agencies specified that are of the
case types specified will have their titles formatted according to the
rule you configured. Updating any part of a case of the types specified
will also update its case title according to the rule you configured.
Applying Case Title Changes to Existing/Past Cases¶
You can apply custom case title rules (or name order changes through the application parameter) to all case titles in the entire database.
Warning: This procedure could take many hours on a large database and will time out the web service. Plan for a block of time when it will not disrupt the work of JustWare users.
- Open the JustWare Maintenance Console.
- Navigate to the Database tab.
- Select the Rebuild All Case Titles box and click Perform Advanced Options.