Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A “case” is any project, transaction, service or response that is “opened” and “closed” over a period of time to achieve resolution of a problem, claim, request, proposal, development or other complex activity. It is likely to involve multiple persons inside and outside of the organization, with varying relationships to each other, as well as multiple documents and messages.

...

  • Assign, use for assign of selected cases. When click clicked this option, channel member list will open opens and related case will assign is assigned to chosen member. 
  • Move to Another Channel, use  used for moving of selected cases. When click clicked this option, channel list will open related case will move opens and related case is moved to chosen channel. 
  • Merge Cases, use for merge of selected cases. When click clicked this option a warning screen opens and if you click ok button the case number will remain remains open and other cases will be are closed.
  • Close Case, use for close of selected cases. When click clicked this option a warning screen opens and If if you click ok button, case will be is deleted.
  • Delete, use used for deletion of deleting selected cases.

Case List Filtering

...