Case states

A case in ConSol CM can have one of the three possible states:

• open
• closed
• archived

As soon as a case is created it is an open case. After a case went through the whole business process and there are no workflow activities for the case anymore, the case is a closed case. Closing a case can be done manually by a user or automatically by the system, e.g., after a defined waiting time after the last step of the business process.

The actions you can carry out for open cases are described in Updating cases.

For closed cases, the following applies:

• They can still be found via the Quick Search, Detailed Search, and Autocomplete Search.
• They can still be duplicated and printed.
• They can no longer be edited, which means that case data cannot be changed anymore.
• They can no longer be worked with, which means that there are no workflow activities and you cannot add comments or send emails.
• They can only be reopened by performing a reopen activity or by the CM administrator.

Cases can be archived by the CM administrator. This means that they either disappear completely from the Web Client, or the basic case data remains but the case history, or part of the case history, is removed. In the latter case, the case header includes (ARCHIVED) and the history contains an entry that the case has been archived. The only possible action for an archived case is opening it in CM/Archive using the link Open in archive application displayed in the case header. No other actions are allowed. Archived cases only serve as a reference. It is possible to search for archived cases in the Detailed Search using the search criterion Archived.

The archived state is independent from the workflow. It is possible that both open and closed cases are archived.

Archived cases can be viewed in the CM/Archive application.