4.3.2.1.3 Recommending to Release the Case

This section describes how to recommend case to release.

To recommend case to release, follow these steps:

1. If the configuration in the administration page is selected as Case-level disposition only, then:
   1. Review the events.
   2. Select Recommend to Release from the Case Decision pane.
   3. Based on the decision, select a reason from the Select Reason drop-down menu.
   4. Select a due date for this case from the Set Due Date.
   5. Select an assignee from the Select Assignee drop-down menu if you have selected your decision as Recommend to Release , Recommend To Block, Escalate or Reject.
   6. (Optional) Provide your comments.
      You can provide your comments for the decision in the Comments field.

      Also, you can provide your comment as a running comment by clicking on the tick mark next to the Comments field. After saving the comment, the comment is displayed below in the comment history section (this section contains all the comments provided for that case).

      You can delete the comments from history by clicking the delete icon next to the comment.

   7. (Optional) Click Drag and Drop. Select the required file and click Open to upload the supportive documents.
   8. Click Submit. The submission happens, the case status will be changed to Release Recommended, and the user will be navigated to the Case List page.

      Note:

      If you click Submit and Next, the case status will be Release Recommended, and the user will be navigated to the next case details for action for the logged in user.
2. If the configuration in the administration page is selected as Event-level disposition required before case decision, then:

   Note:

   Release action is possible only when all the events are in Clean status.
   1. On the Case Summary Page, click Recommend Release. The Recommend Case to Release pane is displayed.
   2. Select Reason from the drop-down list.
   3. Update the Due Date by entering a date into the text box or by selecting a date from the calendar.

      Note:

      This field is optional.
   4. From the Select Assignee drop-down list, select Supervisor user that you want to assign the case.
   5. Enter the Comments to explain your analysis.
   6. Click Drag and Drop. Select the required file and click Open to upload the supportive documents.

      Note:

      This field is optional.
   7. Click Submit. The submission happens, the case status will be changed to Release Recommended, and the user will navigate to the Case List page.

      Note:

      If you click Submit and Next, the case status will be Release Recommended, and the user will be navigated to the next case details for action for the logged in user.