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- cb Engage
How to Close a Case in cb Engage
Users can mark a case as closed by using the Case Status field. As an admin, you can determine a single value or multiple values that indicate whether a case is in the closed state by mapping the values to inactive.
Best Practices When Closing A Case
When closing a case record in Casebook, there are a few best practices.
- As users update the Case Status to Closed, it is recommended that users also provide an end date for any involvements and open services.
- To end an involvement on a case record, navigate to the People section. Select the Options menu, then select End Involvement on a Case. Finally, enter in the end data and the outcome then select Save.
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- To end a service on a case record, navigate to the Services section. Select the Options menu, then select End.