Changing case or job status

RB User Guide > Calendar > Cases OR Jobs

Changing case or job status

RB automatically changes the status of a case or job in some instances, such as when a job is turned in. You can update the status of a case or job manually to track its progress and automatically alert other users to a change in status that might require their attention.

In the General pane of an Edit Case/Edit Job window, current status appears in Status field.
To update the status, click >
- Change Status to Confirmed (job only) – For jobs you are confirming.
- Change Status to Cancelled (job only) – For jobs you are canceling.
- Change Status to Other (job only) – For all other job status changes.
- Change Status (case only) – For all case status changes.
In the Change Status panel if *Status to be is blank or incorrect, select the new status from the drop-down (required). (Status options and default are set up in Lists > Cases and Lists > Jobs.)
Enter any notes about the status change in Remarks. Remarks are stored in the Status History log.
Click Save. If this is a case that you are canceling or settling:
1. Select today’s date or the relevant date in the Cancel jobs after this date field to cancel all future jobs scheduled for the case automatically. See Date Navigator.
2. Check the Cancel tasks belonging to cancelled jobs box to have all tasks related to the canceled jobs canceled too.
Click Save in the Edit Case window or Save > Save & Close in the Edit Job window. If you selected Canceled as the new status, see Canceling jobs.

NOTE: New case or job status

In a New Case or New Job window, Status is New and can’t be changed. Save the case/job first, then change the status.

NOTE: Viewing status history

In an Edit Case/Edit Job window, click Status field’s > View Status History to see the log of status changes, when they happened, who was responsible, and any remarks they entered at the time.