Locking Closed Cases

Locked cases are closed cases that can be viewed but cannot be reopened, edited, or updated by anyone other than administrators.

Cases that are locked do not have Edit or Grab links in the Cases list. They cannot be updated from the Customer Center or using the Email Case Capture feature.

Administrators, Support Administrators, and Support Managers can set the preference to lock closed cases after a certain number of days have passed.

To lock closed cases:

  1. Go to Setup > Support > Preferences > Support Preferences.

  2. On the General subtab, in the Case Lockout section, check the Lock Closed Cases After Lockout Period box.

  3. In the Period (Days) field, enter the number of days that a closed case should remain available for editing, updating, and reopening.

    To immediately lock closed cases, enter 0.

  4. Click Save.

Related Topics

Filtering the Cases List
Case Flowchart
Create Cases
Assigning Cases
Escalating Cases
Tracking Time on Cases
Responding to Customer Cases
Customer Responses to Cases
Close Cases
Merging Cases
Deleting Cases
Working With Cases

General Notices