To close an estate management case

The procedure to close an estate management case is as follows:

1. 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.
2. 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.
3. With the Summary tab in current focus, click on Case Actions. The Case Actions window is displayed.
4. Using the Select action drop-down field, select the specific status progression value of Close Case 2.
5. Click on Next. The Close Case window is displayed.
6. Using the Closure reason drop-down field, select a parameter value to qualify the circumstances surrounding the closure of the estate management case 3.
7. Use the Notes field to add contextual data in relation to the estate management case being closed.
8. Using the Late completion reason drop-down field, select a parameter value to qualify the circumstances surrounding the SLA target completion date having been exceeded for the estate management case; the corresponding Late completion notes field can be used to capture contextual data in support of the SLA breach 4.
9. Click on Save. The current status of the estate management case is set to Closed, and the date and time of completion is reflected in the End date field 5.

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 This option is active only for estate management cases that are currently in progress and all mandatory tasks, if any, have already been completed.

3 These custom values can be populated by the end user via the general lookup parameter entitled Estate Management Closure Reasons.

4 These fields are activated only in the instance where the SLA target completion date for the case has expired - dictated by the rules set out within the overarching inspection type.

5 Any estate management case closed in error may simply be reopened.

See related topics...

Estate management case progression activity overview

To reopen a closed estate management case

To cancel an estate management case

To define a general lookup parameter value

Using the search facility