Maintain a Close Status Code

Use the Close Status Codes tab in the Agencies/Attorneys pane to maintain the close status codes that the agency can send. You can specify whether the receipt of a specific close status code changes the desk, status, and queue level assigned to the account in Latitude. Close status codes aren't applicable to attorneys.

To maintain a close status code

1. Do one of the following:

• If you are creating a distribution template, do the steps to Add an Agency or Attorney.

• If you are modifying a distribution template, do the steps to Modify an Agency or Attorney.

The Agencies/Attorneys pane appears.

2. Click the Close Status Codes tab.

Name: Name of the close status code.

Code: Three-character code to use in the import file.

Move to Desk Value: Desk to move the account to when the agency assigns this close status code to the account.  

Move to Queue Value: Queue to move the account to when the agency assigns this close status code to the account. Use this option to create a support queue item for an account that the agency reports as closed.

• Queue levels greater than 799 are not available; however, changing the account to a closed status sets the queue level to 998.

• Queue levels 600 - 699 create a clerical support queue item for the account.

• Queue levels 700 - 799 create a supervisor support queue item for the account.

• Clerical support or supervisor support queue levels add a support queue item to the account.

Change Status: Status to change the account to when the agency assigns this close status code to the account.

3. Complete the information and then, in the menu bar, click Save Agency/Attorney.

Related Topics

Agencies and Attorneys