Creating a Dynamic Evidence Type

A Dynamic Evidence Type is the administrative equivalent to an Non-Dynamic Evidence Type - a logical grouping of related attributes about which an organization wants to record information in respect of a Case (e.g. Income Evidence, Medical Expense Evidence, Residency Evidence, etc.).

Note: In Non-Dynamic Evidence, Evidence Types are ultimately represented as individual database tables; in Dynamic Evidence, all Dynamic Evidence Types are represented behind the scenes using a standard set of generic tables.

For the purposes of example, let's say that we have an Evidence Type called 'Sample Income' that we want to define, and it consists of two attributes: Income Amount (a money value), and Income Type (a dropdown containing different types of income)

To begin creating this as a Dynamic Evidence Type, perform the following actions:

Log in as an Administrator (e.g. 'Admin').
Open the 'Administration Workspace'
In the Shortcuts panel, select 'Rules and Evidence'
Click on 'Dynamic Evidence' - this will show a list of all Dynamic Evidence Types currently defined in the system
Click on 'New...', enter the following information, and then hit 'Save':
Evidence Type: Sample Income

Logical Name: SampleIncome

Effective From: 1/1/2011

Security Group: SAMPLE_INCOME_GROUP

This will create the overall structure of our 'Sample Income' Dynamic Evidence Type. Next, this Dynamic Evidence Type will be fleshed out in a bit more detail.