Job Types: presets for Process, Court, and Messenger

Job Types: presets for Process, Court, and Messenger

Summary: Preset job style, titles, and special‑instruction starters for consistent order entry.

Quick answer

Create job types that set style, abbreviations, and default labels for plaintiff/defendant and special instructions.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Maintain ▸ Job Type**.
    media/job-types-setup-01.png

    [Insert screenshot for Step 1]

  2. For each type, set the **Style** (Process/Court/Messenger), default **Plaintiff/Defendant** titles, **Abbreviation** for list view, and starter text for **Special Instructions**.
    media/job-types-setup-02.png

    [Insert screenshot for Step 2]

  3. Save and test by creating an order with that job type.
    media/job-types-setup-03.png

    [Insert screenshot for Step 3]

Confirm it worked

New orders reflect the job type’s style, titles, and prefilled instructions.

Troubleshooting

If abbreviations or labels look wrong in list view, update the job type and reopen the order.

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