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Default Case Involve Types

This code table relates a case type with a default involved person type. When a default involved person type is set for a specific case type, any time that case type is created from a name record or an existing case record, the person from the name record or the primary involved person from the existing case is auto-involved on the new case with the default involvement type specified here. This functionality allows you to always automatically involve the existing name or case record person with a specific involvement type (i.e. defendant/client or plaintiff/respondent).

Finding Default Case Involve Types configuration

Default Case Involve Types is located in the Cases section of the Admin landing page.

Creating Default Case Involve Types

  1. Add a new record.
  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
  3. Save the Session. (Click Save button or Ctrl+S)
  4. If a new case with the selected case type is created from an existing name or case record, the name record person or the primary involved person from the existing case will be auto-involved on the new case with this involvement type.