1. Using Investigation Hub
  2. Acting on Cases
  3. Using Actions
  4. Updating the Status

5.1.2 Updating the Status

You can update case status based on the investigation.

Note:

  • To take an action, you should be the assignee for the case.
  • This Status Action is not applicable for TF_RT case type.
  • If you are using AAI based PMF workflow, then map the following groups:
    • To take action on a case for an Analyst User, the User should be mapped to the CM Analyst User Group (CMANALYSTGRP) along with the IHUB Analyst User Group (IHUBANALYSTGRP).
    • To take action on a case for Supervisor User, the User should be mapped to the CM Supervisor User Group (CMSUPERVISORGRP) along with the IHUB Supervisor User Group (IHUBSUPERVISORGRP).
  • If you want to take an action dependent on a dossier that you have created, you need to do that from within the dossier.
  • In the Status History, you can view the statuses in the order from which they were entered to the most recent on top to view the case progress.
To update the status, follow these steps:
  1. Click Actions menu and select Status. The Status pane is displayed.
  2. Select Action from the drop-down list.
  3. Select Reason from the drop-down list.
  4. Enter the comments about this case status.
  5. Click Submit. The status is updated successfully.