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¶
- Click the Case Status History snap-in within a case session.
- Add a new record.
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.