Usage:

When a Case is created a default status is assigned to it. The case status changes automatically depending on which operation is performed. For example a new case has In production status while an invoiced case has Invoiced status.

 

Navigation: Customer > Cases

Cases form with cases with different statuses

 

Case Statuses:

➢In Production - usually represents the new case status.

➢Invoiced - is created for Invoiced cases.

➢ When Invoicing for TryIn it is recommended to have two or three different statuses. So if you choose to create a new case after invoicing for TryIn then the old case could have the default status Invoiced TryIn. If you select just to change the status without invoicing then it is recommended to set something like: Sent for TryIn status.

➢On Hold - This status is created to represent the on hold cases. On hold option is available on Edit Case form > General tab. To set a case On hold simply select the option and enter a Reason. Status will change automatically.

➢Cancelled - This status is created to represent the canceled cases. Cancel option is available on Edit Case form > General tab. To Cancel a case simply select the option and enter a Reason. Status will change automatically.

➢Submitted - represents the cases entered on the web. Cases are submitted until they are Accepted. To Accept a Web Case please read this topic.

See also:

How to create a new case