Population case form

Each population in Case Management can be configured with a case form. The case form defines how information is collected, displayed, and managed during the case life cycle. Administrators configure the case form using different tabs that control a specific set of fields or behaviors.

This table shows the configuration tabs that administrators use to define the case form for each population:


Tab	Description
Instructions	Define the instructional text displayed at the top of the case form when a new case is opened. Leave this field blank to omit instructions.
Standard Fields	Configure which standard fields are displayed, hidden, editable, or required. Set default values where applicable. Field headings correspond to the panel names on the case form.
Custom Fields	Add up to 24 custom fields that are displayed only to service center users. You can configure a designated number of check boxes, dates, drop-downs, and text fields for each custom field. Additionally, you can assign default values and mark the field as required. By default, custom fields are displayed in the Additional Information panel of the case form that is associated with the population. To discontinue using a field, set it to hide. You can include one read-only system user field in the case form header. Fields are grouped by column and ordered based on their position in the configuration form. You can assign a label to each field.
Drop-down Values	Add and manage options for each custom field. Create the drop-down field in the Custom Fields tab before adding values here.