Case Status

This section is used to create a new case status. A case status is a value that indicates the current position of a case within its lifecycle.

How to Create and Edit a Case Status

From the Configuration > Case Status List in the Back Office (BO), a list of all case status can be accessed.

To create a new one, select the Case Status . Create option located in the RELATED TASKS section on the right side of the screen.

The following screen will be displayed.

• Name: A required field for the descriptive name of the new status

• Final State: A checkbox to mark the status as a final state. Cases assigned a final status are considered closed and can no longer be updated.

• Active: A checkbox to activate or deactivate the status. Only active statuses are available for selection when managing a case.

The following steps should be followed to edit a case status.

• Configuration - Case Status List

• Select a row and press Case Status . View

• Click on Case Status Edit

Additional Considerations