How to Reopen a case?

How to Reopen a case?

How to Reopen a case?

To Reopen a Case, Select the case(s) > Right click Menu > Reopen Case
Info
Cases must be closed in order to use the Reopen Case Wizard
Users will then go through the Wizard adding the Reopen date and Reason. Then, they have the option to add an Event, Add or edit the relationships, and edit or delete the charges.
Info
If the user is reopening multiple cases, they will only be able to add the Reopen information and any addition Event. They will not be able to review the relationships or charges. 
An Event will be automatically added to the case when the Case is reopened, the Event is defined in the Configurations.

Reopening as a VOP or VOCC

If reopening a case as VOP or VOCC, users can not edit the charges, the charges come from what is defined in the configurations.

Reopen multiple cases at the same time

If the users have multiple cases selected, then they can reopen the Cases in Bulk but the only screens they can edit is the Detail and the Events.
Alert
If users are reopening a consolidated case, it will only bring the single case selected, if the user wants to update all of the cases in the consolidation, they must select all of the cases in the case list before selecting the Reopen Case wizard option. But if they are updating multiple cases, the only screens they can edit is the Detail and the Events.
    • Related Articles

    • How to create case lists?

      How to add a case to an existing list? The add to list allows end-users to append cases to their existing list running additional searches while accumulating the results from previous searches. This process is simple and easy for users to keep all ...
    • What is a Case Card?

      What is a Case card? The case card is a screen that can give the user a quick glance of the important information of the case selected without actually opening the case. The case card also has a feature called the Timeline that allows users to view a ...
    • How to filter case list by status?

      How to filter case list by status? The Case filter allows users to dynamically filter their list of cases using a combination of Case and User Status. Using the filter does not perform a new search. The filter limits the records that a user already ...
    • How to Search for Cases?

      How to search for Cases? The Case Search Screen is where users can search for cases, add new records, run reports, etc. To search for a case, choose the filter based on what information the user is using to search, type the information, and search. ...
    • How to copy or duplicate cases?

      Copy case vs Duplicate case There are times when a user will need to copy most of the information from a case and instead of creating an entirely new case, they can use the framework of a case that was already created in STAC. In the Wizard there are ...