About
There are a few ways to save cases. We’ll go through the different ways this can be done. This action can be completed by anyone interacting with a transfer case.
Steps
Simple Save
Selecting Save will push updates and remain on the Case details tab. Your case will reload in View Only mode.
Save and Close
Click on the dropdown next to save to populate the additional save options.
Select Save & Close.
This will close the browser tab and navigate you back to any other open cases or the Cases List if none are open.
Your updates appear upon the next refresh (every 30 seconds).
Save and Print
Click on the dropdown next to save to populate the additional save options.
Select Save & Print to push updates and open a preview window to print from.
Complete Case
Click on the dropdown next to save to populate the additional save options.
Select Complete Case to save updates and complete the case.
Reopen Case
Click on the dropdown next to save to populate the additional save options.
If your case was previously Completed then select Reopen Case to push updates and reopen.
Grayed Out Save Button
If you are unable to save a case because the Save button is greyed out, it usually means that there is no information available to save to the case. However, you can try making a small edit in a single text field, such as adding an extra space or a period, to see if the Save button becomes visible again.
Best Practices
Save often to make sure everything is up to date!