Close Case
Explanation
This activity is used to close the case.
If a solution is found for the case, any existing tasks are to be closed and a
resolution for the case must be entered. The status of the case is set to Closed.
Prerequisites
The case resolution must have been entered.
System Effects
As a result of this activity, the case will be closed.
Window
Case
Related Window Descriptions
Case
Close Case
Procedure
- Open the
Case window.
- Select a suitable case, right-click and then click Close.
The Close Case dialog box opens.
- In the Completion field, enter the appropriate completion code
before the status is changed.
- In the Contact Notes Message field, enter the message for the
contact, if necessary.
- Select the Show Externally check box if you want the
contact note
to be
published externally.
- Save the record.