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INSZoom - Change a Case Step Status

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This article will guide you on how to use the Status and Reminders / Steps to update your case steps and track your progress

Change a Case Step Status

In the Case Info page, scroll to Communications in the sub-menu and select Status and Reminders/Steps.

  1. Select a step.
  2. Click the "check" icon.
  3. Confirm there is a check in the box on the left and change the completed date (if necessary).
  4. Click Save.

The case steps have been updated, and the completed step is now highlighted in green to signify its completion.clipboard_e702c398d367ddbf35a280ea15492f750.png

 

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  1. Article type
    How-to
  2. Tags
    1. case
    2. Case Step Status
    3. inszoom
    4. Status
    5. Steps/Reminders