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How to update the status on a Support Case

Put a support case On Hold when you are waiting for more information from the Learner.

Mark a support case as Solved when the issue has been resolved.

Reopen a support case that is On Hold or Solved when the support case needs further action.

Archive a support case when the issue no longer needs to be resolved and no further action is needed.

Merge support cases for duplicate or related issues.

1

Put a Support Case on Hold

You can put open support cases on hold.

  1. Navigate to LRM > Cases
  2. (Optional) search and filter data.
  3. Click on the Case Number or Subject to open the Support Case Details page
  4. Click Place on Hold

2

Mark a support case as Solved

  1. Navigate to LRM > Cases
  2. (Optional) search and filter data.
  3. Click on the Case Number or Subject to open the Support Case Details page
  4. Click Solved.

3

Reopen a support case

You can reopen Solved or On Hold support cases.

When a Learner sends an email on a Solved or On Hold support case, the support case is automatically reopened.

  1. Navigate to LRM > Cases
  2. (Optional) search and filter data.
  3. Click on the Case Number or Subject to open the Support Case Details page
  4. Click Reopen.

4

Archive a support case

Only Solved support cases can be archived.

  1. Navigate to LRM > Cases
  2. (Optional) search and filter data.
  3. Click on the Case Number or Subject to open the Support Case Details page
  4. Click Archive

If a Learner emails on an archived support case, the support case will NOT be reopened.

5

Merge a support case

Only support cases with the same Requester (i.e. Learner) can be merged.

When a support case is merged:

  • The merged support case is closed. You cannot reopen the support case.
  • All Subscribers from the merged suport case are copied to the primary case, unless the primary support case is restricted.
  • If the merged support case Assigned Staff is different to the primary support case Assigned Staff, the merged support case Assigned Staff will be added as a Subscriber to the primary support case.
  • An internal note is added to both support cases to record the merge.

 

  1. Navigate to LRM > Cases
  2. (Optional) search and filter data.
  3. Click on the Case Number or Subject to open the Support Case Details page
  4. Click Merge
  5. Select a support case to merge into
  6. Click Continue
  7. Click Confirm and Merge