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Settings \ Organization \ Required Case, Item, and Person Form Tabs

1. When a User enters a Case containing a particular Offense Type, you can attach a Form to their Case Entry screen. First, select the Required Case Forms Tab. Then, next to Select a Form, choose a Form you would like the User to fill out. You may then click the Select All box, or choose individual Offense Types from the scrollable list and click Save Changes. That particular Form will then be associated with the Offense Types you’ve chosen. Now, when you enter a Case that has a Offense Type(s) associated with the Form you selected, you will get that Form in addition to the default Case fields on the Case Entry screen.

Note: If you add additional Case Offense Types after initially setting up the Required Case Forms, you will need to go back into each individual Required Case Form and add those Case Offenses to it.


2. When a User enters an Item contained in a particular Item Category, you can attach a Form to their Item Entry screen. First, select the Required Item Forms Tab. Then, next to Select a Form, choose a Form you would like the User to fill out. You may then click the Select All box, or choose individual Item Categories from the scrollable list and click Save Changes. That particular Form will then be associated with the Item Categories you’ve chosen. Now, when you enter an Item that has Item Categories associated with the Form you selected, you will get that Form in addition to the default Item fields on the Item Entry screen.

Note: If you add additional Item Categories after initially setting up the Required Item Forms, you will need to go back into each individual Required Item Form and add those Item Categories to it.


3. When a User enters a Person, you can attach a Form to that particular Person Entry screen. First, select the Required Person Forms Tab. Then, next to Select a Form, choose a Form you would like the User to fill out. You may then click the Select All box, or choose individual Person Categories from the scrollable list and click Save Changes. That particular Form will then be associated with the Person(s) Categories you’ve chosen. Now, when you enter a Person that has Person Categories associated with the Form you selected, you will get that Form in addition to the default Person fields on the Person Entry screen.