Closing a Case
The life cycle of a case varies. It depends, in part, on your organisation’s business processes.
When you create a case, its status is Open but it might pass through several status changes.
Your administrator can set up the statuses for a case under Admin > Code Tables > Attributes > Entries.
Here are some examples of how case statuses could be set up:
-
Open – The case is open but no work has been scheduled against it yet.
-
Active – The case is actively being worked on.
-
Inactive – The case is Pending, awaiting further action.
-
Under Appeal – The case has been through the court process but is under appeal.
-
Closed – All activity on the case has been completed.
Once a case is solved or processed by the courts it becomes ready to close.
Make sure these tasks are done before a case is closed:
-
Check all tasks are complete.
-
Check all property items have had a Final Action applied to them. All property should have been removed from storage and destroyed or returned.
-
Send the case officer a message outlining anything that needs to be checked.
-
Change the security profile from open to closed.
Your administrator can set up messages that display when case closure has been requested. Each message can be set to require confirmation from the user.