1. Navigate to the case from the Case Dashboard, the Find Cases search form, or the contact's Cases tab. 2. Click Edit at the far right side of the activities table at the bottom of the case form. 3. T his brings you to the activity form, which you can edit in the same way as when creating an activity for a case. T he only difference is that many of the fields will already be filled in. T o assign a scheduled task to a staff member while adding or editing a case: 1. Start typing the staff member's name into the Assigned to field; a list of possible contacts will appear. 2. Select from the list of suggestions and make sure the staff member's full name shows up in the Assigned to field. You can assign multiple contacts to an activity. If you accidentally select the wrong contact, click the X by the contact's name to remove him from the list.
CHANGING THE STATUS OF A CASE T he case status lets you quickly determine how a case is progressing. Sample status values include Ongoing, Resolved, Not Assigned, and Urgent. T o change the status of a case: 1. Navigate to the case from the Case Dashboard, the Find Cases search form, or the contact's Cases tab. 2. Click Manage Case. 3. Click the Edit icon next to the current status column in the Case Summary table. 4. T his will open the Change Case Status form (an activity with an additional field called Case Status). 5. Set the case status to the new status. 6. Modify the other the fields as you would when editing an activity in a case. Make sure to set the Status field. It is required, but not set by default. 7 . Click Save to return to the case page, with a message stating that the Change Case Status Activity has been created. An activity is recorded because when a case status changes, it changed because something happened. It is usually equally as important to record the who and the why as well as the what. T his behaviour is consistent throughout CiviCase. For information on reporting, see the following chapter on Reports & Analysis.
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