The procedure to reopen a closed support provision case is as follows:
- Using the Advanced search spy-glass (
), select Support Case as the Search for and Search by category, and enter the Case ID 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 Support 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 specific status progression value of Reopen Case
2.
- Click on Next. The Reopen Case window is displayed.
- Using the Reopen reason drop-down field, select a parameter value to qualify the circumstances surrounding the support provision case being reopened
3.
- Use the Notes field to add contextual data in relation to the support provision case being reopened.
- Click on Save. The support provision case status is set to Open, awaiting subsequent progression activities.
Note
1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, support type) to ensure that the correct support provision 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 support provision 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...
Support provision case progression management overview
To close a support provision case
To define a general lookup parameter value
Using the search facility