Closing a Case

Closing a  a case in Probatum will prevent it from displaying in the the Active Cases list  list on the home screen. It will also mark the case with an an Actual End Date as  as well as a a Termination Reason. A case can be reopened once it's been closed. The following tutorial will walk you through closing a case, as well as reopening the case.

1.  Navigate to the case you wish to close.
   

2. Click the overflow menu icon in the case toolbar (circled in red below).
   

   Image Modified

3. When the menu opens,

   click 

   click Close Case.
   
   Image Modified
   

4. When the form opens, enter

   the 

   the Termination Date

    for

    for the case. It will default to today's date. If you would like to change the date, you can click the calendar icon and select the date or you can enter it manually using the format: M/D/YYYY.
   

   Image Modified

   
   

5. Select

   the 

   the Termination Reason

    from

    from the list.
   

6. Click 

   Click Terminate Case.
   

7. You'll notice that

   the 

   the Case End Date (Actual)

    and the 

    and the Termination Reason

    have

    have been updated in the case overview.
   
   

   Image Modified

Reopening a Case

1. To Reopen the case, click the overflow menu icon in the case toolbar again. 
   

   Image RemovedImage Added

   
   

2. When the menu opens,

   select 

   select Reopen Case.
   
   Image Modified
   

3. Reopening a terminated case will clear its termination code. To confirm you are sure you want to reopen the case,

   click 

   click Reopen Case.