Case Types
Create and manage Case Types used to categorize Cases and Inquiries throughout Monolith.
Case Types provide a consistent way to categorize the different kinds of work your organization handles in Monolith.
Each organization can define Case Types that reflect its own workflows. For example, a law enforcement lab may use Case Types based on crime or examination categories, while a corporate, consulting, or legal team may use categories such as internal investigation, data breach, litigation, or other matter types.
Consistent Case Types make it easier to organize, filter, report on, and understand work across Monolith.
View Case Types
The Case Types settings page displays the Case Types currently configured for your organization.
Each Case Type also shows the number of Cases currently associated with it.
Use this list to review the categories available to users when creating Cases and Inquiries.
Create a Case Type
To create a new Case Type:
Select Create Case Type.
Enter the name of the new Case Type.
Select Create Case Type to save it.
The new Case Type becomes available when creating or updating supported records throughout Monolith.
Choose names that are clear, recognizable, and meaningful to the people who will use them.
Case Types and Cases
A Case Type can be selected when creating a new Case and provides a structured way to categorize the work being performed.
For example, Case Types might represent:
Criminal investigation types
Mobile device examinations
Incident response matters
Internal investigations
Data breaches
eDiscovery or litigation matters
Consulting engagements
Other organization-specific workflows
Keeping this list focused and consistent makes Case filtering and organization-wide reporting more useful.
See Cases for additional information about Case creation and Case metadata.
Case Types and Inquiries
Inquiry Types are also based on the Case Types configured in Monolith.
This allows request intake and active Case records to use a consistent categorization model as work moves from an Inquiry into a Case.
See Inquiries for additional information about request intake and Case creation.
Delete a Case Type
Case Types can be deleted when they are no longer needed.
If Cases are currently associated with the Case Type being deleted, those Cases must be reassigned to another existing Case Type before deletion can be completed.
Review the Cases associated with a Case Type before deleting it. Existing Cases must be reassigned to another Case Type so their categorization is preserved.
Recommended Practices
Create Case Types that reflect meaningful categories of work performed by your organization.
Keep naming consistent so users do not have to choose between duplicate or nearly identical categories.
Avoid creating overly specific Case Types when a broader category will provide better long-term reporting.
Review Case Types periodically as your organization's services and workflows change.
Consider how Case Types will be used when filtering, exporting, and reporting on Cases across Monolith.
Related Documentation
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