Add a Sub-Issue Type

You can add sub-issue types to parent issue types in your case from the Issues tab in an open case.

To add an issue type, select the Issues tab in an open case and follow the steps below:

  1. Click the Add button.

  2. The Add Sub-Issue dialog appears.

  3. Enter the information for the sub-issue type in the dialog.

  4. Input the following information:

    • Name - The name of the sub-issue type (e.g. "Fact")

    • Short Cut - The short cut key for the sub-issue type (e.g. "F")

    • Tool Tip - A quick description that appears when the mouse hovers over the sub-issue type (e.g. "This is a fact")

    • Color - A color to help identify the sub-issue type

    • Parent - Identifies which issue type the sub-issue type will be part of

  5. Click the Save & Close button.

  6. The dialog closes, and the sub-issue type information is added to the case under the issue type.