To apply an action to an estate management case

The procedure to apply an action to an estate management case is as follows:

Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
With the Summary tab in current focus, click on Case Actions. The Case Actions window is displayed.
Using the Select action drop-down field, select the desired progression stage for the estate management case 2. Each progression stage option is summarised in the table below.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 System validation rules ensure that only those options appropriate to the current progression stage of the estate management case are available for selection.

Action	Description	Next Step
Close Case	Once all mandatory tasks within an estate management case have been completed, the case may be formally closed by the end user.	This requisite step is covered separately in the topic To close an estate management case.
Cancel Case	Applied in the instance where the estate management case is no longer valid e.g. a duplicate case was opened in error. The end user is only permitted to cancel the case provided no inherent tasks have already been completed.	This requisite step is covered separately in the topic To cancel an estate management case.
Reopen Case	Where an estate management case has been closed prematurely, or where additional information pertinent to the case closure process needs to be added, the case may be reopened manually.	This requisite step is covered separately in the topic To reopen a closed estate management case.
Hold Case	Applied in the instance where an estate management case in current progress (i.e. with a status of Open) is to be placed on hold for a defined period.	This requisite step is covered separately in the topic To place an estate management case on hold.
Release Case	Applied in the instance where an estate management case currently on hold is to be returned to 'live' status in advance of the originally defined period.	This requisite step is covered separately in the topic To release an estate management case currently on hold.
Reassign Case	To transfer ownership of an open estate management case from one officer to another.	This requisite step is covered separately in the topic To reassign ownership of an estate management case.
Take Ownership	Where automatic ownership of an estate management case has defaulted to a specific role, any assigned member can assume responsibility for its onward progression.	This requisite step is covered separately in the topic To take ownership of an estate management case.
Revise Target Date	To adjust the projected completion date of the estate management case file, as derived from the underlying inspection type SLA. Only estate management inspection types with the 'revision allowed' attribute will permit this action.	This requisite step is covered separately in the topic To revise the SLA target date for an estate management case.

See related topics...

Estate management case progression activity overview

To close an estate management case

To cancel an estate management case

To reopen a closed estate management case

To place an estate management case on hold

To release an estate management case currently on hold

To reassign ownership of an estate management case

To take ownership of an estate management case

To revise the SLA target date for an estate management case

Using the search facility