1.Click on Tasks -> Manage Configuration ->Advice Types on the left-hand side of the screen.

2.All the Advice Types in the system are shown on the page.

3.Click on the “New Advice Type” button.

Create an Advice Type record

1.Click on Tasks -> Manage Configuration ->Task Request Types on the left-hand side of the screen.

2.All the Task Request Types in the system are shown on the page.

3.Click on “New Advice Type”, a “New Advice Type” pop up appears.

4.Enter all mandatory information and other relevant details and click “Save”.

5.The Advice Type will be saved in the list and can be searched for.