Flags
Flags
Flags are used to designate a secondary status for cases for a variety of purposes. Once applied, Flagged cases can be be found from Case Search.
The Flag Admin menu is used to configure which Autodocs and Ticklers are to be generated for flagged cases. Edit each Flag by double-clicking or select Edit from the toolbar for the selected Status.
Note: Flags shown with gray text are defined at the National level and cannot be deleted. However, custom Ticklers and/or Autodoc rules may still be configured for these Flags.
To create a new Flag, select 
New from the main toolbar. 1 of 18 Flag colors can be selected, the same color can be used for multiple Flags if necessary.
Flag Priority, while not a required field, can be used to configure the order that Flags appear on the case. When Flags have been added to a case they're shown in the lower-left corner of the Case File tab.
button to insert each new Tickler/Autodoc to be generated for the selected Status.
Tickler Maintenance When maintaining Ticklers, Offset Days is used to specify the number of days after the Tickler is automatically created that it will be due.
If more Tickler types are needed, please refer to the instructions under the Event Type Admin menu.
Autodoc Maintenance When adding each Autodoc, the ellipsis [...] button is used to browse and select the Template. Please see the Templates menu for more details about Template management.
Once selected, specify the default Generate, Print and Envelope options. Once triggered, these are the default options which will be selected. Users can modify these settings as needed each time a document is generated.
See also