Change the Case Status

Administrators can define fees to be added when a certain case status is selected for the case. See Configure Required Items on a Case Template in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information. If the fee already exists on the case, it will not be added again when the case status is selected.

You can move a case forward by changing the status of the case from the Main panel on the case summary page or using the Case Utility tool.

From the Main panel on the case summary page, you can change the status of the case.

  1. Open a case and navigate to the Main panel.
  2. Click the Status drop-down list and select the new status.

  1. Click Save in the right corner of the activity toolbar to update the case with the selected status.

See Main Panel Fields for an explanation of the Main panel fields.

Use Case Utility search to find an existing case or a group of cases to update their status.

PREREQUISITES:

  • Administrators must give users the Case Utility permission. See Security Roles in the Admin Guide for Trimble Unity Maintain and Trimble Unity Permit for more information.

  • The first time you open Respond, you need to add any apps or pages you need or want to access. For example, use the Route menu option to add a menu item that navigates to the Asset Details, License Management tool, and other pages. See Add Menu Items and Edit Item Fields for more information.
  1. Open the Case Utility tool.
  2. Enter search criteria, such as the case number, case type, or status in the corresponding fields.
  3. Click Search.

Results matching your search criteria display below the search form.

  1. Select the desired case(s) to update.
  2. Click Actions to open the Case Action panel.

Image of Case Utility panel Results with icons called out

  1. Select the new status from the Change Case Status To drop-down list.
  2. Click Update to update the selected cases with the new status.

See Case Utility Fields for an explanation of the Case Utility panel fields.