Field Types

There are two sets of fields available to you as you create new Case types:

  • Common fields - these are system generated fields taken from the core Openera database of commonly used case fields. These fields often provide links to other information such as property names, contact information and key dates.
  • Case specific fields - these are field types that you can use to create new fields that extend the database to your requirements. These fields also include special field types such as Titles and Spacers to help you format your case data forms.

 

Common Field Definitions

Field Name

Description

Action Plan

Record information about what actions you plan to take.

Agent contact id

Select a contact from your list of contacts to define who is the agent for the case

Agents ref

Store the case reference used by the agent

Client contact id

Select a contact from your list of contacts to define who is the client

Comments

General comments about the case

Creation time

The date and time stamp recording when the case was created

Currently holding

 Free text field for defining which part of the organisation is currently dealing with the issue

Date referred to region

 Date on which the case was issued from head office to the appropriate region

Expense name

Category of expense that the issue is related to

Fee basis

The basis on which the client will pay fees for the case

Gross amount

 Gross invoice amount

Gross amount currency

 Currency for the gross invoice amount

Id

 Case ID. This is a unique key for referring to the case across the system.

Instruction confirmed

Confirmation if the case instruction has been confirmed by the client

Instruction type

The selected category for this case

Invoice date

 Date of the invoice. Related to invoice query cases.

Invoice ref

 Invoice reference. Related to invoice query cases.

Issue

Definition of the issue being handled for this case

Issue status

The current status of the issue from the defined choices

Landlord latest offer

The latest financial offer made in respect of the case from the Landlord

Landlord lastest offer currency

The currency for the latest offer from the Landlord

Landlord quote

The initial offer made by the Landlord in respect of this case

Landlord quote currency

The currency for the initial offer made by the Landlord

Nature of date

 Description of the next critical court date field

Net amount

 Net amount of invoice. Related to invoice query cases.

Net amount currency

Net amount of invoice currency. Related to invoice query cases.

Next critical court date

 The next date at which there will be a court hearing

Picture file id

Allows the selection of an image for the case

Portfolio issue

 Yes/No indicator of whether the case is a portfolio issue case.

Priority

The categorisation of the priority of this case

Ref number

The case reference number used to identify this case outside and inside the system

Rent prior to review

The rent immediately prior to a rent review

Scanned invoice file id

Allows the selection of an invoice image to be associated with the case

State

 The current state of the case with choices Active, Complete, Closed

Status

User-definable list of status settings for the case to define the current stage of completion

Supplier

The supplier referred to on the invoice related to the invoice query 

Tenant latest offer

The latest financial offer made in respect of the case from the tenant

Tenant latest offer currency

The currency for the latest offer from the tenant

Tenant offer

The initial offer from the tenant

Tenant offer currency

The currency for the initial offer from the tenant

Updated omrv

The updated open market rental valuation undertaken in respect of the case

Vat

 The VAT element of the amount from an invoice query

Vat currency

Currency of the VAT

 

Case Specific Field Definitions

Field Type

Description

Currency

Adds a new field for entering numbers in a currency format

Date

Adds a new field for selecting dates using a date chooser tool

Select box

Adds a new field that allows users to specify selections that a user can make from a dropdown list.

Spacer

Adds a line break between case specific fields

Text

Adds a new field for entering text values

Text Area

Adds a new field that allows the user to enter longer text strings

Title

Adds a title to a section. Used for splitting up the data form into sections.

 

Using Select boxes

Select boxes are a special field type where multiple values can be defined to enable a user to select from a predefined list of choices. The Select box is useful in situations where you would like to ensure standardised input values are selected.

To set up the Select box, choose it from the Case specific field type list. This will add it to the case data form. 

Choose a name for the field and then enter the choices you would like to use for the Select box in the space provided.

Each choice must be activated to make it appear when viewing the case data form. To activate a choice, ensure that it is highlighted in grey. If it is not, hold down CTRL (or CMD on a Mac) and click the choice with your mouse. This will turn the choice grey.

To deselect a choice, repeat the operation for selecting a choice, and the grey highlight will disappear.

 

 

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