4.4.1.2.1 Closing the Cases

Users can close cases based on the investigation.

To close the case(s), follow these steps:

For a Single AML_SURV Case

  1. On the Case List View page, click Actions and select Status .The Status pane is displayed.
  2. Create a dossier and select Close Case from the Action drop-down list. For more information on creating the dossier, see the Generating Dossier section.
  3. Click Submit. The case is closed with attached dossier.

For a Single CS Case

  1. On the Case List View page, click Actions and select Status .The Status pane is displayed.
  2. From the Action drop-down list, select the desired Close Action.
  3. Click Submit. The case will be closed.

For Bulk Action

  1. On the Case List View page, select the cases that are to be closed.
  2. Click Bulk Action and select Status. The Status pane is displayed.
  3. From the Action drop-down list, select the desired Close action.
  4. Click Submit. The selected cases will be closed.

    Note:

    If the case type is AML_SURV, the dossiers are created automatically for all the selected cases and then cases will be closed.