Cancel a Case
If a case has been opened in error, you can cancel the case. Canceling a case removes the case from the Cases Grid and reporting data but does not delete the case from the system. Cancelled cases can be retrieved by your System Administrator (see Cancelled Cases).
You can cancel a case from its page:
- Click the Options () button.
- Click the “Cancel the case” option in the menu.
- The “Cancel the case” pop-up will appear, where you can confirm the cancellation.
- Click the “Reason” dropdown and select an option to explain why you are canceling the case.
- Click the Save button to proceed with canceling the case. Click the “X” button to exit out of the pop-up without cancelling the case.