Edit a Designation Type

You can edit a designation type using the Designations Explorer.

To edit a designation type from the Designations Explorer, open a case and follow the steps below:

1. Open the Designations Explorer.

   

   If the explorer is hidden, you can use the Explorers dropdown in the Main Menu to view it.

   

2. Select a designation type in the explorer.

Note:

Only designation types with applied page and line references in a transcript appear in the explorer.

3. Click the Edit button in the explorer.

   

   The Edit Designation dialog appears.

   

4. Change any of the information for the designation type:

   • Name - The name to identify the designation type.

   • Color - The color assigned to help identify the designation type when it appears in a list or a transcript.

   • Party - The assigned individual or entity responsible for applying the designation type.

   Note:

   You can create multiple designation types with the same name, but with a different party assigned.

   With the designation changed, you can move on to the next step.

5. Click the Save button.

   The changes you made are saved to the designation type you selected.