Add a Flag

A flag can identify almost anything from general information or reminders of policy change to a problem with the case or permit. Flags appear as messages scrolling across the top of the page when the case is being viewed. Flags may be used as reminders, or to stop the progress of the case until certain criteria are met.

Depending on how the administrator has configured the template, certain flags might already be on the case. They are listed on the left-hand side of the panel. You can switch between multiple flags by selecting the one you want to view, or by using the arrows at the bottom of the panel. You can also add flags if needed.

1. To add a flag to the case, click Lookup for Flags next to the Flag field. This opens a selection window.

2. Select the check box next to the flag(s) you wish to add.
3. Click Submit.

4. You can change the Severity of the flag from the drop-down list, if desired.

NOTE: The Completed By and Date Completed fields are used to mark the flag as complete. See Complete a Flag for more information.

5. Enter any Notes about the flag.

NOTE: If you are adding flags from the summary page, you need to click Save to add the flags to the case.

See Flags Panel Fields for an explanation of the Flags panel fields.