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:
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Open the case you want to close.
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Select the Overflow
tab > Select Case Closure.
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In the Status area, select the case status > Change the value to Closed.
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In the Case closure checklist area:
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Select the Are all tasks completed checkbox.
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Select the Are all Property Items disposed of destroyed checkbox.
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Select Close case.
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Select OK to confirm you want to close the case.
It displays with an orange header to show that it's closed.