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.