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 = unclaimed, closed). 
  
  

3. Closing a Case

• Once actioned, the Case claimer closes the Case moving it to the closed filter.
• If further action is needed, you can reopen the Case