Closure Details
| |||||
|
Details
Case Reference | [Case Reference No.] | Type | [Assistance] |
---|---|---|---|
Primary Client | [A. Name][Add Family…] | Status | [Active] |
Creation Date | [Date] | Expected End Date | [Date] |
Priority | [High] | Classification | [Medium Risk] |
Owner Type | [User] | Owner | [Reference Name] [Change…] |
Objective | [Trained Customer] | Outcome | [Trained Customer] |
Receipt Date | [Date] |
Products
Case Reference | Type | Primary Client | Start Date | Status |
---|---|---|---|---|
[Case Reference No.] | [Benefit Sample] | [A. Name] | [Date] | [Active] |
Comments
[Comments] |
Recent Transactions
Event Type | Description | Date Time | Created By | |
---|---|---|---|---|
| [Description] | [field-value] | [date-and-time] | [A. Name] |