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

1. Open the Case window.
2. Select a suitable case, right-click and then click Close. The Close Case dialog box opens.
3. In the Completion field, enter the appropriate completion code before the status is changed.
4. In the Contact Notes Message field, enter the message for the contact, if necessary.
5. Select the Show Externally check box if you want the contact note to be published externally.
6. Save the record.