Status Transitions
In Case Xchange the statuses follow a particular order. Here's a guide to updating them
|
Current Stage |
Destination for Sender |
Destination for Receiver |
|---|---|---|
|
Draft (draft) |
Sent, moves automatically when referred out |
|
|
Sent (sent) |
Withdrawn |
Under Evaluation |
|
Under Evaluation (under_evaluation) |
Withdrawn |
Rejected Investigating Signed |
|
Investigating (investigating) |
Withdrawn |
Rejected Signed |
|
Signed (signed) |
|
In Litigation Closing (must specify closing status, must include settlement amount and attorney fees or client fee agreement if closing status is won/settled) |
|
In Litigation (in_litigation) |
|
Closing (must specify closing status, must include settlement amount and attorney fees or client fee agreement if closing status is won/settled) |
|
Closing (closing) |
|
Closed |
|
Rejected (rejected) |
Sent, moves automatically when referred out |
|
|
Withdrawn (withdrawn) |
Sent, moves automatically when referred out |
|