Objective: Learn how to mark a case as "Closed" or reopen a closed case.
Closing a Case
Closinga case in Probatum will prevent it from displaying in theActive Caseslist on the home screen. It will also mark the case with anActual End Dateas well as aTermination 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.
Navigate to the case you wish to close.
Click the overflow menu icon in the case toolbar (circled in red below).
When the menu opens, clickClose Case.
When the form opens, enter theTermination Datefor 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.
Select theTermination Reasonfrom the list.
ClickTerminate Case.
You'll notice that theCase End Date (Actual)and theTermination Reasonhave been updated in the case overview.
Reopening a Case
To Reopen the case, click the overflow menu icon in the case toolbar again.
When the menu opens, selectReopen Case.
Reopening a terminated case will clear its termination code. To confirm you are sure you want to reopen the case, clickReopen Case.