Re-open a post case review

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Re-open an approved post case review document if you need to make changes or update information.

    Vorbereitungen

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Open a customer service case.
    2. In the Related Records form section, access the record in the Post Case Review field.
    3. Click Re-open on the Post Case Review form.
      The status of the record reverts to In Progress.
    4. Make the necessary changes to the fields on the Post Case Review form.
    5. Click Preview to generate the review document and view it in the Preview Document pop-up window.
    6. Wahlweise: Click Request Approval.
    7. Click Publish to Case.