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To close a case, follow the below steps. Once you’ve closed a case, it will not show up in any “Active Cases” reports.

1. Edit the Date Closed field
   Click the pencil icon

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2. Select the Date Closed

   1. You can manually type in the date or select from the calendar

   2. You can back-date, if needed

   3. Click Save

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3. Populate the Case Closure fields
   When finished, click Next

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4. The system will remind you to send a closing case email (if applicable)
   Click Done to proceed

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5. Send case closing email (if applicable)

   1. Click the Activity tab and click the Compose button

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   2. Select Insert a template

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   3. Select theCase Closure Email template in the “Leave Email Templates” folder

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   4. Make edits to the case closure email and click Send

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