Agencies

Agencies involved in a case can be documented in JustWare, making it easy to record and reference useful information about that agency and its involvement in the case. An agency can be marked active and/or lead and can be assigned a number, adding ease to the management of the case.

If a case involved person is a member of an agency, it is important to involve the agency in the case before adding the person in the Case Involved People snap-in.

Creating an Agency Record

1. Click the Agencies snap-in in any open session.

2. Add a new record.

3. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
   Click for details.  

   Field	Description
   Agency Type	Select the agency type from the list.
   Agency	Select the agency from the list. Tip: If the agency type has already been selected, only agencies matching the Agency Type will be included in this list. Note: Your JustWare Administrator can configure JustWare to automatically include default agencies in this snap-in.
   Number	Type the agency number in this field, if applicable. Tip: A numeric field might have a mask, which will require a certain format or certain characters for a specific number type, as defined by your JustWare Administrator. In this scenario, the numeric field, once selected, is underlined for the number of required characters. An example of a mask is when you complete a phone number field. In this example, you may type three digits between the parentheses for the area code, three digits before the hyphen, and four digits after the hyphen. Note: Your JustWare Administrator can configure JustWare to automatically generate a number for certain agencies.
   Lead	By default, when adding a new agency, this check box will be selected, marking the new record as the lead. Clear this check box to prevent this record being marked as lead. Note: Changes made to records in the Agency Type field do not change the selection of the Lead check box. For example, if the first record is marked as the lead and a second record is changed to the same Agency Type as the first record, the first record will remain as the lead.
   Active	By default, when adding a new agency, this check box will be selected, marking the new record as active. Clear this check box to prevent this record being marked as active. Caution: If a record is no longer active and is deleted all session history information related to that record will also be deleted. If you want to keep this session history information mark the record as inactive by clearing the Active check box.
   Notes	Type any related notes in this free-text field.

4. Save the session.