Document number: 12102

 

Cases with a solved or closed status can be reviewed through Vantive. They may not be re-opened. If there is further action, you must open a new case and may reference the closed case.

To review cases with a solved or closed status:

1. Open the Vantive application using your sign on and password.
2. Select File from the menu bar.
3. Select Open from the drop down menu.
4. Select Service Activities from the next drop down menu and then select Case...
5. Click the down arrow in the Case Status field (you may need to scroll down). Select Solved/Closed from the drop down list.
6. To review cases for a specific customer, enter the customer name or ID number in the Customer field and click the strong> Search button.
   

There are two options in printing the data retrieved regarding solved or closed cases:

• With the record open, select File from the menu bar and select Print... from the drop down menu.

NOTE:  This option uses alot of paper and is not recommended.

• Export the record to a file in either Microsoft Excel or Microsoft Word and reformat it before printing. 

NOTE:  This option is more efficient and is the better printing option. For more information on exporting records, refer to the Vantive Quick Reference Guide available in the All You Need to Know database located in Lotus Notes.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1997 All rights reserved.
Created: dge 03/10/1997
Revised: pjb 01/14/1999