Complete Case

Explanation

This activity is used to complete the case. When the AUTO_COM_TASK_CASE system parameter is set to True, the case is set to Completed automatically when all the tasks on the case are completed or closed.

Prerequisites

The solution to the case must have been found.

System Effects

As a result of this activity, the case will be completed.

Window

Case

Related Window Descriptions

Case
Close Case

Procedure

1. Open the Case window.
2. Select a suitable case, right-click and then click Complete. The Complete Case dialog box opens.
3. In the Completion field, enter the appropriate completion code before the status is changed.
4. In the Focus field, enter the focus of the case. Click List to select a suitable value.
5. In the Work Folder field, enter the work folder for the case. Click List to select a suitable value.
6. In the Contact Notes Message field, enter the message for the contact, if necessary.
7. Select the Show Externally check box if you want the contact note be published externally.
8. Save the record.