8. Confirmation Status
Purpose: Track case confirmation levels (Suspect, Probable, Confirmed)
Path: Settings → Lookups → Case Statuses
Fields
- Name
- Description
- Display Order
- Is Active
- Applicable To (Cases Only, Contacts Only, Both)
Creating a confirmation status
- Click Add Case Status
- Enter Name (e.g.,
Confirmed - Laboratory)
- Enter Description (optional)
- Select Applicable To
- Set Display Order
- Check Is Active
- Click Create
Common case statuses
- Suspect
- Under Investigation