Close A Case

You close a case using a pre-defined action wizard. Pre-defined action wizards can be located in the action select box which is located at the top of the case details page.

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Simply click on the shortcut of your choice and click the execute button:-

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Once you become more familiar with the shortcut codes, you can type the code in the shortcut field and the system will automatically attempt to locate it in the list.

Alternatively you can click on the button labelled "Close/ReOpen" which is above the notes table. A popup box will appear with all the closure actions. Click on the row containing your choice of closure then click SELECT.

To Re Open a closed case, click on the button labelled "Close/ReOpen" which is above the notes table.