Status workflow and timeline

Move a case to More information required

Additional information is required.

Audience: CRM staffPermission: Edit Licence ApplicationsModule v1.0.0
Exact navigationAdmin Area → Licence Applications → Case → Update Status
Before you begin
  • Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
  • Confirm module activation and the stated permission before attempting the action.
  • Use a controlled test record for payments, emails, public/portal access, provider calls and deletion.

What this guide covers

Additional information is required. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.

Exact step-by-step process

  1. Open the intended case.
  2. In Update Status, select More information required.
  3. Enter a clear status note suitable for the landlord timeline.
  4. Submit.
  5. Verify the status label and action-required badge.

Fields, choices and supported possibilities

Status keymissing_information
Landlord action requiredYes
Final statusNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/

Code-backed validations and workflow rules

  • The installed status key is missing_information.
  • Landlord action required becomes 1.
  • This seeded status is not marked final, so it does not by itself set completed_at.

Expected result and verification

  • Move a case to More information required completes through the supplied module flow.
  • Reopen the source record or settings page and verify the stored value, status, payment, file, timeline entry or notification.

Security, privacy and operational checks

  • Use the least-privilege account that has the stated permission.
  • Use a controlled test record before applying provider, financial, public-link, email or destructive actions in production.