Tracking your Sent Cases

After creating a Case, you can access it from the Case menu and keep track of its status. Additionally, you have the option to engage in a one-on-one chat with the Team members or Individual the Case was sent to.

1. Access your Sent Cases

• Navigate to the Cases menu. Ensure that you are in the Sent tab.
• 💡 You will be notified if someone has claimed your Case, and of any activity (e.g. messages) in the Case chat.
  
  

2. Filter by Status

• Use the drop-down arrow to filter your Cases by their status (active, pending, closed). 
  
  

3. Closing a Case

• Once actioned, the Case claimer may request to close the Case, moving it to Pending status.
• If you're satisfied with the resolution, close the Case. 
• If further action is needed, you can reopen the Case

4. Add a Final Note (Optional)

• Before closing, you have the option to add a final note for reference.