Tips: Type and Status Management
• Tip Status:
Tips do not support custom statuses. Similar to other record types in the OWL platform, they rely exclusively on system-defined statuses.
• Tip Type:
Each tip includes a Type field that can be customized by administrators. These types are user- defined labels that help categorize and distinguish tips based on organizational needs.
Steps to Add a Tip Type:
1. Navigate to the Case Management section in OWL and click on Tips.
2. Click the Add button to open the Add Tip Type page.
3. Two fields will appear:
- A text field to enter the Tip Type Name
- A Department dropdown to assign the tip type to specific departments
4. Click the green Save button:
- If no department is selected, the tip type will be added at the organization level
- If departments are selected, the tip type will be added individually to each selected department
5. Toggle the Enable Tip Type flag to activate this feature for all Tips.
6. To enable tip types at the department level, activate the Enable Tip Type flag for each department. This ensures that tip types are displayed based on the selected department during tip creation or updates.
7. Tip types can be edited or deleted using the Action Menu associated with each type.
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