Close a Case

A case officer should review all case notes before closing a case. They should also lock any case notes that shouldn't be closed.

A new security profile is applied to a case when it's closed. This profile is inherited in case notes that aren't locked.

Tasks also inherit a new security profile because they can't be locked.

 

To close a case:

  1. Open the case you want to close.

  2. Select the Overflow tab > Select Case Closure.

  3. In the Status area, select the case status > Change the value to Closed.

  4. In the Case closure checklist area:

    • Select the Are all tasks completed checkbox.

    • Select the Are all Property Items disposed of destroyed checkbox.

  5. Select Close case.

  6. Select OK to confirm you want to close the case.

    It displays with an orange header to show that it's closed.