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- Open the Cases record, if not already opened.
- In the top area of the form, change the case's Status to the appropriate "closed" option (such as Complete or - Cancelled).
- If you are reviewing the case before closing it, enter your name in the Reviewed By field on the General tab.
- Enter the current date in the Date Closed field on the General tab's Timeline section.
- Complete the fields in the Closure section of the General tab.
- Closed By: Enter your name in this field. It links to the Employees service.
- Result: Select the case's result (such as Success or Failure) from the drop-down list. This drop-down list displays the options from the Case Results service. See About the Case Results Form for more information.
- Reason: Specify the reason why the case was closed. This field links to the Case Reasons service. See About the Case Reasons Form
- Form for more information.
Save the Cases record.