Statuses of Field & Community Services Cases and Activities

  • Updated

When a new Field & Community Services activity or case is created, it can be assigned a status of New or Open depending on whether any work will start on it right away.

New activities or cases will be lightly highlighted when reviewing your main Field & Community Services dashboard and can be opened directly from the dashboard anytime using the button on the right side of the card:

FS_Case_Image_1.png

 

Additionally, if you've clicked directly into the new case or activity card to open the detailed view, it can also be opened from the status button in the top right corner:

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If you make any updates to an activity or case that is still in New status, you will be prompted to change the status to Open as seen below:

FS_Case_Image_3.png


Detailed overview of Field & Community Services Statuses:

Status

Activities

Cases

New
  • Indicates that work has not started on the activity yet
  • Indicates that work has not started on the case yet

Open
  • Work is in progress on the activity
  • Work is in progress on the case

Completed

(cases only)
  • N/A
  • Work has been completed on the case, can be reopened as needed

Closed
  • Work has been completed on the activity, can be reopened as needed
  • Completed case has been reviewed by a supervisor and no further edits can be made on it, cannot be reopened (note: only users with the supervisor-level permission can close a case)