Close Case Task 

Explanation

This activity is used to close the case task. After the case task has been investigated and the work on the case task has been completed, it can be closed.

Prerequisites

The case task must be in the Complete or Open status. 

System Effects

As a result of this activity, the case task will be closed. When the AUTO_COM_TASK_CASE system parameter is set to True, the case is set to Completed automatically when all the case tasks on the case are completed or closed.

Window

Case Task

Related Window Descriptions

Case Task
Close Case Task

Procedure

1. Open the Case Task window.
2. Select the relevant case, right-click and then click Close Task. The Close Task dialog box opens.
3. In the Completion field, enter the appropriate completion code before the status is changed.
4. In the Task Work Folder field, enter the suitable work folder.
5. In the Contact Notes Message field, enter the message for the contact, if necessary.
6. Save the record.