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About Close Case
Close Case button is used to mark a case closed or soon file to be closed, and to automatically perform a . A set of actions related to closing the case . It can only be used if will be automatically performed. If the case is not currently in the Closed status; otherwisealready closed, the button will be greyed out and unusable.
Using The Close Button
To use the Close Case button to mark a case closed or soon to be closed:
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Select Close.
Select a Close Reason. See https://smartadvocate.atlassian.net/wiki/spaces/DOC/pages/96077169/Picklist+Maintenance#Case-Close-Buttonfor additional information.
Depending on the selection made in Step 2, the Letters, Emails, and/or Comments section will populate.
That list consists of every non-archived document template whose name contains the text in the Document keywords column of the selected reason in the Case Close Reasons picklist.
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Make the appropriate selections in the Letters and/or Emails sections.
Generally, this is used to generate the reject letter that accompanies the case closure.If
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What This Button Does
Once you have used the button, several actions will occur. In no particular order:
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- Additionally, if you selected Closed, the case closed date will be set to the current date, and the Close Case button will be greyed out; these side effects are due to the case status becoming Closed Case and would also have occurred if you had simply changed the case status to Closed Case manually instead of clicking the Close Case button. (The case closed date is equivalent to the status date of the current Closed Case status.)
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applicable, edit the Comments.
Select from the File to be Closed and Closed radio buttons.
If applicable, place a checkmark in the Remember status selection checkbox.
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