Closing a Matter

Overview

Close a Matter once all actions have been completed and the workplace issue has been resolved.

Before you begin

You'll need:

  • An active Matter

Step 1 – Open the Matter

Navigate to Matters.

Step 2 – Review the case

Ensure all notes, actions and documents have been completed.

Step 3 – Close the Matter

Select Close Matter.

Step 4 – Confirm

Confirm the Matter should be closed.

The Matter status will update accordingly.

Troubleshooting

I can't close the Matter

Check any required information has been completed.

Need Support?

If you need further assistance, please contact LEO HR Support through the Help Centre or email

support@leohr.co.uk

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