The following list defines every field displayed on the Case Stage Details page:

• In the Main Context section, the Company, Case Type and Case Stage display as reference information information for the detail record you are viewing.

• In the General section:
  • Description - enter the full description for the current Company/Case Type/Stage. You can enter up to 128 alpha numeric characters in this field.

  • Complete Stage - indicates whether or not the Stage is the final stage for the Case Type. You can edit this field as required.
    • Note: When a Stage is flagged as Complete (i.e. the Complete flag is set to 'Yes'), and that Stage is applied to a Case in the Cases view, then two actions automatically occur:
      1. The 'Actual Completion Date' field is set to the current date.

      2. The 'Complete' field is set to 'Yes'.

  • Sequence number - enter the order of the Stage within the Activity Type. You can enter between 0 to 999999999 in this field.
    • Note: The sequence number can be the same for all of the records. In this scenario, there is no 'official' sequence to the steps within a stage.

• In the System section, the fields are available for information purposes only and cannot be edited:
  • Creator - displays the user id of the user logged into the system when the record was created.

  • Date/Time Created - displays the date and time at which the record was created.

  • Modifier - displays the user id of the user logged into the system when this record was last updated.

  • Last Change - displays the date and time at which the record was last updated.

For information on the functionality of each button on the Case Stage Details page, click here.