Manage Case Closure Parameters

You can specify the text shown when you're about to close a case.

This provides a way to remind users of the business rules your agency uses when closing cases.

 

To manage case closure parameters:

  1. Select Admin > System > Settings.

  2. Select the Case Closure tab.

  3. To add text to the closure message:

    1. Select New.

    2. Enter your message.

    3. Select Apply.

  4. To delete a message from the closure message:

    1. Select the text in the Case Closure area.

    2. Select Delete.

  5. To edit a line in the closure message:

    1. Select the line in the Case Closure area.

    2. Make your changes in the Text field.

    3. Select Apply.

  6. To prompt users to confirm they've complied with the message before closing the case, select the Confirmation required checkbox.

  7. Save your changes.