Re-setting a Branch Case When In Use for Exporting to Backoffice.

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Re-setting a Branch Case When In Use for Exporting to Backoffice.

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RE-SETTING A CASE BY BACKOFFICE USER

 

1. Backoffice user can re-set a case for use when the case is marked as open in the branch module but not currently being edited by the branch user.

  NOTE**  Contact the Branch Rep to make sure they are not currently editing the case before re-setting it.

 

RegE_0316

 

2. Open the Branch Module RegE application.  Select RegE Disputes

 

RegE-0310 

3. Select Re-Open Case

 

RegE-0311

 

4. Select the case you need to import, as you can see the In Use flag is set to "Y".

 

RegE_0314

 

5. Click on the Reset In Use blue wording.

 

RegE_0315

 

6. The case can now be imported to the Backoffice module.  The case may still be on hold but can still be exported to the Backoffice.