Follow this procedure to close a case.
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Step |
Action |
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1 |
Navigate to the customer's case that you want to close. After navigating to the case, make sure that you are on the 'Case At A Glance' view. |
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2 |
Select 'Close this Case' from the Select an Action drop down list (this will take you to the Close Case Wizard). |
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3 |
Verify that the customer information is correct and that this is the case that you want to close. |
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4
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Select a reason code for the case closure from the 'Reason Code' drop down list. |
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5 |
If there are open services, activities or job placements for this case, they will be listed as hyperlinks under the Current Account Information area of the screen. For example, the customer might have 2 - Services In Progress. Click on the "2" and you will be taken to the customer's Skill Development folder within the case to close out these services. Perform this same action for any open activities or job placements listed. |
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6
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After all activities and placements have been ended, the Close Case Wizard will let you know if there are any outstanding JPRs that need to be completed for this case. Click the link (for example, 2 - JPRs outstanding) to access the associated JPRs. |
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7 |
Enter the termination date for the case. |
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8 |
Click 'Save.' (This will move the case to the career manager's Closed caseload). |
Notes:
You must be in the customer's case to complete the 'Close Case' function.
The Close Case Wizard allows you to verify the customer's information and ensure that all services, activities and Job Participation Rate records have been closed out before the case is closed.
To close out any services, activities or placements listed, click on the specific link for that service, activity or placement and enter an end date.