Change the Case Status

Administrators can define fees to be added when a certain case status is selected for the case. See Configure Required Items on a Case Template in PLL Admin Office Companion 23 Guide for more information. If the fee already exists on the case, it will not be added again when the case status is selected.

You can move a case forward by changing the status of the case from the Main panel on the summary page or using the Case Utility tool. Complete one of the following:

From the Main panel on the summary page, you can change the status of the case.

  1. On the summary page, click the Main tab.

  1. Click Edit in the upper-left corner of the Main panel.

  1. Click the Status drop-down list and select the new status.

  1. Click Save to update the case with the selected status.

See Main Panel Fields for an explanation of the Main panel fields.

Use Case Utility search to find an existing case or a group of cases to update their status.

PREREQUISITES:

  • Users must have the Case Utility permission selected under Case User in PLL Admin. See Security Roles in the PLL Admin Office Companion 23 Guide for more information.

NOTE: This page can be accessed by adding a custom URL to your site menu in Designer. In the URL field, enter CWPermit/UF/Case/Page/CUFCaseUtility.aspx. See the Configure the Cityworks Toolbar section in the Designer Office Companion 23 Guide for more information.

  1. Open the Case Utility tool.
  2. Enter search criteria, such as the case number or case type, in the corresponding fields.

  1. Click Search.

Results matching your search criteria display below the search form.

  1. Select the desired case(s) to update.
  1. Select Change Case Status To, and select the new status from the drop-down list.

  1. Click Submit to update the selected cases with the new status.

See Case Utility Fields for an explanation of the Case Utility panel fields.