Re-open a post case review

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

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

    Avant de commencer

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Pourquoi et quand exécuter cette tâche

    Procédure

    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. Facultatif : Click Request Approval.
    7. Click Publish to Case.