Promoting Cases

Cases can progress through policy phases and stages automatically, or they can be promoted by system users.

Before you begin

Open the Service Infractions module to the Cases tab.

About this task

Where the case is promoted to depends on its current state. For example, a case that doesn't meet infraction thresholds would be promoted from the Investigation phase to the Closed phase. Cases may move to the next applicable phase or they move to the highest applicable phase, depending on how your system administrator set up the policy.

Procedure

  1. Select the case card of the case to be promoted.
    Case information, which may include Client Information, Case History, and Infractions, for the selected case is visible.
  2. Do one of the following:
    ToDo this
    Promote the selected case to the next applicable phase or stage Click Promote:
    Piece of paper with an upward-facing arrow above the word Promote.
    Promote all cases to the next applicable phase or stage Click the Promote arrow (Downward-facing arrowhead.), then click All In Phase.
    A Confirm Move message appears.
  3. Click OK.

Results

The case is moved to the applicable policy phase or stage.