Creating and Closing a Case

This article will walk you through how to create and close a case within the Estates Module. Here we will be creating an Anti-Social Behaviour case but this can also be used for Successions, Tenant reviews and Mutual Exchanges. 

Did you know: The cases you have available to open will depend on the type of cases you have set up in your configuration.

TABLE OF CONTENTS

• Creating a Case
• Closing a Case

Creating a Case

To add a case, please follow the below steps :

1. Go to Tenant in left hand menu.
2. Search the tenants name in search box.
3. Click on the tenants name to open their file.
4. Click on "Add a new case" icon on the task bar.
5. Select the case type you would like to open.
6. Press "Create Case".

Did you know: To view all cases for the tenant, go to the summary tab and view the Case Summary section.

Closing a Case

To close a case, please follow the below steps:

1. Go to Tenant in left hand menu.
2. Search the tenants name in search box.
3. Click on the tenants name to open their file.
4. Click on the relevant case.
5. Check that all mandatory components are completed.
6. Complete the "Close client case" task ensuring that the Case status is set to Closed.

You can then see on the summary screen that the status of the case is Closed.