When managing a case there will be a need to assign a status to case actions. Within Case Statuses the status levels that can be applied to a case are set up.

To create Case Statuses

• Go to the following area:
  • Latest Menu: Choose Case Management > Case Management Configuration > Case Statuses
  • Pre 2025 Menu: Choose System > Case Management Configuration > Case Statuses
• The screen presented will display the statuses that have been set up

• Click Insert New Record
• Record the outcome Name and Description
• The selection of a Type is optional so select as required. The Started type is used to indicate the initial status on a newly created case.
• Click Update