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Case Central® Knowledge Base

Manage Lists

Manage Lists allows administrators to control dropdown values and selection lists used throughout Case Central®, providing centralized management of standardized options.

Overview

The Manage Lists interface provides a single location to:

  • View all system lists with item counts

  • Add new values to existing lists

  • Edit or delete individual list items

  • Toggle items between active and inactive states

  • Import and export lists via CSV

  • Save drafts or publish changes immediately

Accessing Manage Lists

  1. Navigate to Settings > System Setup > Lists

  2. The Manage Lists interface displays all available lists in a sidebar

Available Lists

Initial release includes:

  • Submission Method - How cases are received (e-OSCAR®, mail, phone, web portal, etc.)

  • System of Record Name - Names of integrated source systems

Additional lists may be added in future releases.

Managing List Items

View List Contents

  1. Select a list from the sidebar

  2. View all items in that list with their current status (active/inactive)

  3. See the total count of items in each list

Add New Items

  1. Select the list you want to modify

  2. Click Add Item

  3. Enter the new value

  4. Choose whether the item is active or inactive

  5. Click Save Draft or Publish to apply changes

Edit Existing Items

  1. Select the list containing the item

  2. Click the Edit icon next to the item

  3. Modify the value

  4. Click Save Draft or Publish to apply changes

Delete Items

  1. Select the list containing the item

  2. Click the Delete icon next to the item

  3. Confirm the deletion

  4. The item is removed from the list

Note: Deleting an item may affect existing cases that reference that value. Consider making items inactive instead of deleting them.

Toggle Active/Inactive Status

Items can be marked as inactive without being deleted:

  1. Select the list containing the item

  2. Click the Active/Inactive toggle for the item

  3. Inactive items are hidden from dropdown menus but remain in the system

  4. Click Save Draft or Publish to apply changes

This preserves historical data while preventing the value from being used in new cases.

In this section:

Filtering Options

Show Active Only

Enable this filter to display only active items in the selected list, hiding inactive values for easier management.

Import and Export

Export Lists

  1. Select a list from the sidebar

  2. Click Export to CSV

  3. Download the CSV file containing all list items and their status

Use this for:

  • Creating backups of your list configurations

  • Reviewing list contents offline

  • Preparing bulk updates

Import Lists

  1. Prepare a CSV file with the required format:

    1. Column 1: Value

    2. Column 2: Status (active/inactive)

  2. Select the target list

  3. Click Import CSV

  4. Select your CSV file

  5. Review the preview of changes

  6. Click Import to apply

Use this for:

  • Bulk adding multiple items

  • Restoring list configurations

  • Migrating lists from other systems

In this section:

Draft vs. Publish

Manage Lists supports two save modes:

Save Draft

  • Saves your changes without making them visible to users

  • Allows you to review and test changes before publishing

  • Draft changes are only visible to administrators in Manage Lists

Use this when:

  • Making multiple changes that should go live together

  • Wanting to review changes with other administrators before publishing

  • Testing new values before making them available

Publish

  • Immediately makes changes visible throughout Case Central®

  • Updates all dropdown menus and selection lists

  • Changes are available to all users immediately

Use this when:

  • Making urgent updates that need to be available right away

  • Publishing previously drafted changes after review

  • Making single changes that don't require coordination

In this section:

Use Cases

Standardizing Submission Methods

Add or remove submission methods to match your organization's intake channels:

  • Add "Mobile App" if you launch a mobile submission option

  • Deactivate "Fax" if you discontinue fax intake

  • Rename values to match your organization's terminology

Managing System of Record Names

Keep your source system list current:

  • Add new systems as you integrate additional data sources

  • Update names when systems are renamed or replaced

  • Deactivate systems that are no longer in use

In this section:

Best Practices

  1. Use inactive instead of delete - Preserve historical data by marking items inactive rather than deleting them

  2. Draft complex changes - Use Save Draft when making multiple related changes

  3. Export before bulk changes - Create a backup before importing CSV files

  4. Coordinate with team - Communicate list changes that affect data entry workflows

  5. Review impact - Consider how changes affect existing cases and reporting before publishing

See Also