Edit Case Owner and Status
You can edit the case owner and status when you are viewing a case. Users with Privileged access can close and reopen cases. For information about assigning an owner to multiple cases, see Assign a Case Owner to Multiple Cases.
If a case has a data processing status (eg. Action Required), the status is displayed in the registry page. The data processing status is not editable.
|
1.
|
From the Cases tab, select an analysis result to open the case. |
|
2.
|
In the Case summary heading, point to the Owner name and select Edit . |
|
3.
|
To change the status, select the Status drop-down arrow and then select a status. Case status can be progressed in the order listed. |
|
•
|
Pending Review—The analysis result has been imported and is ready to review. |
|
•
|
In Progress—The case interpretation is in progress. Select this status to reopen a closed case. |
|
•
|
Awaiting Approval—The case interpretation is complete and ready for approval. |
|
•
|
Closed—The case is closed and can no longer be edited. The PDF associated with the case closure is available in the Case History. |
NOTE
When you close a case, BaseSpace Variant Interpreter automatically generates a final PDF report and saves it in the Case History page.
|
4.
|
To assign an owner, select the Owner drop-down arrow and then select a new owner from the list. |
|
5.
|
Select Update. The update is implemented and added to the Case History page. |
Assign a Case Owner to Multiple Cases
|
1.
|
From the Cases tab, select the cases you want to assign to an owner. |
|
2.
|
Select the Action drop-down arrow, and then select Assign. |
|
3.
|
In the Assign Owner dialog, select an owner from the drop-down list, and then select Update. |