Change a Case Step Status
Use Status and Reminders / Steps to update your case steps and track your progress.
In the Case Info page, scroll to Communications in the sub-menu and select Status and Reminders/Steps.
- Select a step
- Click the "check" icon
- Confirm there is a check in the box on the left and change the completed date (if necessary)
- Click Save
The case steps are now updated; the completed step is green, indicating completed.