1.2.5.3.1.1 Changing the States of Cases and Alerts

To change the state of a case or an alert, click on the 'Change State' link in the summary pane of the Case or Alert screen. This will launch the Change State dialog.

Note:

This is privileged functionality. If you do not have the correct security settings, you will not be able to see the control at all.

The Change State Dialog

To specify a new state for the case or alert:

• Select a Transition from the drop-down list. This list contains all the valid transitions for the current state of the case or alert. The transition you select will determine the new state of the case or alert.

• (Optional) Add a comment describing the reason for the state change.

• (Optional) Select one or more template comments to apply to this transition. Template comments are used to define standard or frequently-used comments, or reasons for a transition, to save typing in the same details repeatedly. To use a template comment, select it from the drop-down list and then click the plus button to add it to the comment block. You can add as many template comments as you want.

• (Optional) Select a permission level from the 'Restrict this comment' list. If you apply a permission to the comment, only users who have this permission will be able to see it.

  Note:

  This is privileged functionality. If you do not have the correct security settings, you will not be able to see the control at all.

Once you have specified the transition and comment, press the OK button to apply your changes. In addition to saving the state change information, Case Management also saves a permanent record of the alert data at the time the decision was made. For more details, see the Alert Data Archive topic.