Closing Cases

When your case has been reviewed and tagged, you can close the case.

How to Close an Open Case

• In the Case Overview toolbar, click Edit Case.
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• In the Edit Case dialog box, select Closed from the Status menu.
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• The Close Date and Closed By fields are updated.
• Click Save.

How to Close a Case from the Case Management Dashboard

• In the Case Overview toolbar, click Case Management.
• The Case Management dashboard displays.
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• Select the case to close and click Edit Case.
• The Edit Case dialog box displays.
• 
• From the Status menu, select Closed.
• The Close Date and Closed By fields are updated.
• 
• Click Save.