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Field Value Options

The Field Value Options feature is used to quickly add information to eCase so that relevant options are available in the drop-down list on key fields. With the ability to create, edit, reorder and remove unused options from these drop-down lists, a key user with the Manage Field Value Options privilege can make sure eCase is customised to have the relevant options in these drop-downs, to match internal terminology and requirements. Resulting in increased consistency, fewer mistakes when adding information to case details, better reporting and removing the need to contact eCase Support for this customisation to be updated in a release.

Select the link below to open an eLearning module about Field Value Options.

The eLearning module will open in a new internet window.
- Field Value Options (duration = 6 minutes)

To access Field Value Options in eCase, go to the More menu and select the Field Value Options link under the Settings section. The Field Value Options screen will appear.

Field	Description
Filter Field Value Sets	To reduce the list of Field Value Option sets on the screen, use the Filter Field Value Sets field. Type in a word from the relevant Field Value Set title and select the Apply Filter button. This will reduce the list shown on the screen making it easier to view and amend. To remove this filter and view the full list select the Clear Filter link.
Field Value Options Sets	There are a number of Field Value Option sets available on eCase. The ones you see will be based on your case type setup. Field Value Option Set Description Correspondent Groups Use for categorising the correspondent's origins. This set is found on the Correspondent Details, Correspondent Group field. A default list will be added to eCase for you to review and amend. Correspondent Relationships When adding multiple correspondent's onto a case, if you have the Data Subject field, you will also have the Relationship to Data Subject field that can be completed for the Lead Correspondent. This is found on the Correspondent Details section and will appear when the Data Subject field is not selected. A default list will be added to eCase for you to review and amend. Correspondent Impairments If you would like to record a correspondent's communication needs, you have the option to select the impairment so that you can respond to them in the relevant format. The Impairment field can be found on the Correspondent Details section under the Communication Needs. Correspondent Identification Types Provides a list of all the identification types a correspondent can provide to validate their identification. These options can be found in the ID Type drop-down field on the Identification Details section on Case Details. A default list will be added to eCase for you to review and amend. Correspondent Titles A list of options that can be found in the Title drop-down field on the Correspondence Details section. A default list will be added to eCase for you to review and amend. Information Requested The Information Requested drop-down field is used to classify what the correspondent wants for a Data Protection Request case type, for example medical records, appraisal, personnel records. Guidance Type The Guidance Type drop-down field is available on certain cases where it is used to identify what type of guidance is required for the request. For example policy, audit, privacy notice.