Statuses (Cases)

Each case has an associated status which can be used to identify the current condition of the case in the Axeda® Platform. The default statuses are Open and Closed. For example, a status of Unassigned could be used to indicate the case is open but has no assigned owner. The status Closed identifies that case as closed. A case can be reopened after it is closed.

Status settings are required for a case; a case must have an associated status. When you create a case, you assign the status for that case.

Note: You can rename but not remove the Closed status because the server uses that status to determine when the case is closed. You can rename or remove the Open status as needed.

You can modify the list of available Statuses, by removing statuses or adding new ones; for example, ones that are specific to your business or industry. The list of Statuses can be modified in the Case application, Case Attributes menu. In order to modify statuses, you need to be defined in a user group that has the appropriate privileges. Contact your server administrator for more information about your user group privileges. The server can be configured to display a minimum of two statuses.

Statuses for a case can be specified manually or automatically if defined as such in a rule or through web services. Each time the status for a case is updated, the server logs that activity in the Audit Trail.

Each time a user changes the status, the Platform records an audit entry into the database indicating the date/time, name of the user making the change, and the current and previous statuses for the case.