By default, all matters are considered open. Use the Matter Status Configuration page to define the Stage values, Status values, or a combination of both that determine whether a matter is considered closed.
š§ Do you know where to find the CaseCloud Setup tab? Go to the app launcher (waffle) and search for setup. Select CaseCloud Setup from the search results.
Matter Status Configuration
Matters are identified as "closed" based on specific criteria configured through this screen. This allows organizations to tailor the case closure process according to their unique workflows and requirements. Administrators can configure matters to be marked as closed based on:
- Stage: Define specific stages in which a matter is considered closed.
- Status: Set particular statuses that signify a matterās closure.
- Combination of Stage and Status: Utilize both fields to create more granular criteria, ensuring closure only when both conditions are met.
- Click Edit.
- Select the Stage values that should identify a matter as closed and move them from Available Options to Selected Options.
- Select the Status values that should identify a matter as closed and move them from Available Options to Selected Options.
- Click Save.
- After clicking Save, choose how closed dates should be handled.
Keep existing Closed Date on all matters - Select this option to:
- Re-evaluate whether matters are closed.
- Keep existing Closed Date values unchanged.
- Preserve previously assigned closed dates.
Re-evaluate Closed Date on all matters - Select this option to:
- Re-evaluate whether matters are closed.
- Recalculate Closed Date values for all matters.
- Assign the current date to matters identified as closed.
- Remove Closed Date values from matters that no longer meet the configured closure criteria.
- Click Save and re-evaluate to apply the changes.
- When you save the configuration, Matter Management re-evaluates all matters against the selected Stage and Status criteria. Matters that meet the configured criteria are identified as closed. Depending on the selected save option, existing Closed Date values are either preserved or recalculated.
- Re-evaluating all matters may update the closed status of existing matters. Any automation that runs when a matter is updated will run when affected matters are re-evaluated.