Complete Case Task

Explanation

This activity is used to complete a case task. The case task resolution should be entered when the solution for a problem has been found. When the work on the case task is completed, the status is set to Completed.

Prerequisites

System Effects

As a result of this activity, the case task will be completed. 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
Complete Case Task

Procedure

  1. Open the Case Task window.
  2. Select the relevant case, right-click and then click Complete Task. The Complete Task dialog box opens.
  3. Select a value for the Completion Code field.
  4. Optionally, click List to select a value for the Work Folder field.
  5. Optionally, enter a value in the Contacts Note Message field.
  6. Click OK.