Adding Information Type tabs to Folios

This Article explains how to add tab (Information Types) to the folios grid: 

Step-by-step guide 

To add more Information Types: 

1. Go to Menubar > Parameters > Set Parameters > Records Management > Information Types 
2. Right click on the grid to open the context menu. 
3. Click Add. 
4. Fill out the form as required: 
   1. Code: A two-character code to identify the Information Type. 
   2. Description: The title to describe the Information Type. Helpful to distinguish between Types when grouping in the folio grid. 
   3. Always Display: If this is ticked, then the tab will always appear. Otherwise, it will only appear if a folio is assigned to it 
   4. Tab Label: The name to appear on the tab itself. 
   5. File Type: Choose from the list of options designating the type of folio. For example, if you select Deed, then the Information Type will only appear for Safe Custody folios 
   6. Work Type: Optionally, where the File Type is set to 'All' or 'Matter', choose from the list of Work Types that the Information Type can be set to. Tick one or multiple checkboxes from the list:
      
      
   7. Visible: This must be ticked to enable the Information Type to be used. Untick an Information Type to retire it.