Complete a Condition

You can mark a condition as complete to move the case forward. To complete a condition, use one of the following:

  1. Open a case and navigate to the Condition panel.
  2. Click the edit icon to the right of the condition to open the Edit Condition panel.

  1. Select who the condition was Completed By.
  2. In the Date Completed field, enter the date, double-click to insert today's date, or select a date from the calendar.
  3. Click Save. If Save is selected after entering the completed date but before selecting who completed it, the Completed By field populates with the current user's login.

NOTE: Once a condition has been completed, the condition cannot be edited.

  1. Open a case and navigate to the Condition panel.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the condition you want to mark as complete.
  2. Click Complete.

The Edit Condition panel opens. The Completed By and Date Completed fields are populated with the current user's login and date, but can be changed if desired.

  1. Click Save.

NOTE: Once a condition has been completed, the condition cannot be edited.