5.1 Using Actions

The Actions menu has several options that you can take on a selected case(s). The options are based on the case type, case status, and the user role for the selected case(s).

Note:

• You should be assignee for the case to take an appropriate action except to the assignee action.
• If the case is locked, then you can assign the case to you and take the appropriate actions. For more information about assigning cases, see the Assigning the Cases section.