To reopen a closed estate management case

The procedure to reopen a closed 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 Reopen Case 2.
5. Click on Next. The Reopen Case window is displayed.
6. Using the Reopen reason drop-down field, select a parameter value to qualify the circumstances surrounding the estate management case being reopened 3.
7. Use the Notes field to add contextual data in support of the estate management case being reopened.
8. Click on Save. The estate management case status is set to Open, awaiting subsequent progression activities.

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 only active for estate management cases that are set to a status of Closed.

3 These custom values can be populated by the end user via the general lookup parameter entitled Case Reopen Reasons.

See related topics...

Estate management case progression activity overview

To close an estate management case

To define a general lookup parameter value

Using the search facility