Classification scheme meta data

This panel displays the case classification scheme. The scheme is presented in a hierarchy that you can expand and collapse by clicking on +.

When the Classification Scheme module is displayed, the classification scheme is displayed in the left panel:

• Classes at root level and superior levels, which are not to be used for classifying cases are shown in red. Click the plus sign to expand the hierarchy and view the underlying levels.
• Classes used in case creation are shown in black.

This panel contains basic data and functions of the class.

The class number.

The classes are the individual items that together constitute the classification scheme.

The title of the class entry.

If the check box in the Fixed SubNumber cell is selected, this cell must be checked as well.

Select the value for Sub-number type in the drop-down list. The selected value defines which domain of sub numbers is attached to the class.

The check box offers two options:

• The check box is selected: The users of WorkZone Client and Captia Web Client are permitted to create cases with the current class. The class is shown in black.
• The check box is cleared: The class is not available for case creation in WorkZone Client and Captia Web Client. The class works as a heading for branch of the hierarchy and is shown in red.

The check box offers two options:

• The check box is selected: The class must be subdivided by a sub number. When the users in WorkZone Client and Captia Web Client create a case with the current class they are prompted to select a sub number.

When this check box is selected, the option Sub-number type must be selected as well.

• The check box is cleared: Sub numbers are not used for this class.

The sub numbers must preexist in the Subnumbers module and each subnumber domain containing the sub numbers must preexist in the Custom domain module.

The check box offers two options:

• The check box is selected: Cases created with this class must be numbered manually. The user in Captia Web Client must enter the case number into the field thus defining the unique ID of the case.
• The check box is cleared: Case numbers are inserted automatically according to the method chosen, except for CPR-numbers.

Creation of free case number is not supported in WorkZone Client.

Enter the date from which the class should be enabled.

Enter the date of termination.

In this panel the culture specific titles of the classes are displayed and managed. The culture specific title of the current class is maintained here.

The title of the class entry - that is the name of the class.

Enter a description of the class.

The culture code of language to be used for the title.

The current language code (the default language).

The panel displays case information. The information registered here is automatically inserted into the corresponding fields of the case details page in Captia Web Client and Captia Web Client when the case is created.

This panel also contains filing period data.

• Do not fill in the field unless required.
• The section is only active if class and title is shown in its header.

Select the case type from the list. The case types come from the custom domain ST, Case type.

Select the organizational unit that you want to apply as responsible unit to the current case class. You can also select @Unit to apply the unit of the user who creates cases in the specific case class.

Select the organizational unit that you want to apply as executing unit to the current case class. You can also select @Unit to apply the unit of the user who creates cases in the specific case class.

Select the employee that you want to apply to the current case class. When new cases with this case class are created, the selected employee is applied automatically as case handler. You can also select @Me to apply the current user who creates the case in the specific case class as case handler.

This access code determines which users are allowed to see and use this class.

Select the access code that is relevant for the class from the list.

 If you select an access code, it will automatically be inserted into all cases created with the current class.

The default access code determines which users are allowed to see this case.

If you select an update code, it will automatically be inserted into all cases created with the current class.

The default update code determines which users are allowed to edit this case.

The purpose of Mask to allow you to assign special case number formats to individual classes.

Some case number formats only work if the Create Case page in Captia Web Client is customized.

To configure case number masks, see About the case number mask.

Enter the name of the case cover to be printed for cases in this class.

This section concerns reply deadlines.

 In Captia Web Client Response limit is called Reply deadline and a record is a document.

Fixed response limit for the first record

In this cell, you can enter a number.

When the user archives the first document of a case in WorkZone Client and Captia Web Client, a date is automatically inserted into the Reply deadline field of the document.

If you type 14, the deadline would be 14 days after the date of registration.

Fixed response limit for the following records.

In this cell, you can enter a number.

When the user archives the next document of a case in WorkZone Client or Captia Web Client, a date is automatically inserted into the Reply deadline field of the document.

If you type 28, the deadline would be 28 days after the date of registration.

This section is for information concerning the shift from one classification period to another. Here you can enter information facilitating a shift from one period to another.

Class in the previous classification period.

Sub number type in the previous classification period, i.e., archiving period.

Class in the next classification period.

Sub number type in the next classification period.

Code defining the preservation and disposal rules in force for the class.

Code that specifies how cases and documents in the current class are transferred to the next classification period.

Information automatically transferred to a case at creation.

The purpose of this function is to minimize tedious registration work. Typical cases subject to a standardized case handling process, such as complaints, call for standardized registration.

With this function you can have certain basic data inserted automatically into all new cases of this type.

On this tab you can register several entries of supplementary case information.

Each row contains two cells:

• The Label cell is a drop-down box. The contents of the drop-down box originates from the custom label module label type SO, Suppl. case.
• The Information cell is a free text field or a drop-down box. This depends on the label selected for the cell Label.
  See - Routine and -Custom label types and data fields.

Normally the information is entered by the case handler who selects the relevant information during the case handling process.

In Captia Web Client

When a user creates a new case with the current class, these entries are automatically inserted. The user can see and update the entries in the bottom section of the case details page - click More... > Information.

On this tab you can register several entries of supplementary case dates.
Each row contains one cell. The Label cell is a drop-down box. The contents of the box originates from the custom label module label type SD, Suppl. case dates,see also Dates.

Normally the dates are entered by the case handler during the case handling process.

In Captia Web Client

When a user creates a new case with the current class, these entries are automatically inserted. The user can see and update the entries in the bottom section of the case details page - click More > Dates.

On this tab you can register several entries of keywords.

Each row contains one cell. The Keyword cell is a drop-down box. The contents of the list originates from the Dictionary module.