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Case Status History

The Case Status History snap-in enables a user to track the history of a case. This snap-in provides for status history records to be added, updated, or deleted. A summary of the case status history information contained in the snap-in is provided in the Case Summary report.

Creating a Case Status History Record

  1. Click the Case Status History snap-in within a case session.
  2. Add a new record.
  3. Select or type all required (indicated by an asterisk) and relevant data for each available field:

    • Case Status: Select a status from the drop-down list.
    • Status Date: Type the date or select the date from the drop-down calendar.
    • Notes: Type any relevant notes pertaining to the status change.

    The remaining fields are read-only and will be automatically populated when the session is saved. 4. Save the session.