Create a Custom Phase

You can create a custom phase for a case you're managing.

You might want to do this if your administrator hasn't given the phase you want to use a global setting.

The new phase you create will only exist in the case you create it in.

To add a phase, you must be the case officer for the case or have permission to update the case.

 

To create a custom phase for a case:

  1. Open the required case.

  2. Select the Overflow tab > Select Case Administration.

  3. Select the Phases subtab.

  4. Select New > Enter a description for the new phase.

  5. Select Save.