Case Actions

The Actions panel on case detail lets you run predefined operations on a case — status changes, HATS procedures, form generation, and more.

Open the actions panel

1. Open a case from Cases.
2. Look for the Actions button or dropdown in the case header.
3. Click to expand available actions.

Actions shown depend on:

• Current case status
• Your role and vendor permissions
• Configured HATS procedures

Common action types

Action type	Description
Status changes	Close case, withdraw, mark ineligible, etc.
HATS procedures	Run multi-step automated workflows
Generate form	Create PDF/forms from templates
Task pickup	Claim or advance HATS tasks on the case
Refresh / sync	Reload case data from source systems

Run a case action

1. Open the Actions menu.
2. Select the action (e.g., Close case).
3. Read any confirmation dialog carefully.
4. Provide required fields if prompted.
5. Confirm to execute.

Some actions cannot be undone. Check notes and status after running an action.

Run a HATS procedure

1. From Actions, choose Run procedure (or select a named procedure).
2. Pick the procedure from the list of runnable procedures for this case.
3. Confirm execution.
4. Monitor progress on the case Tasks tab.

See Tasks and Procedures.

Generate a form

1. Select Generate form from Actions.
2. Choose a form template from the catalog.
3. Complete any required fields in the modal.
4. Generate and download the resulting document.

Confirmations

Destructive actions (close, withdraw, delete-related operations) show a confirmation modal. You must explicitly confirm before the action runs.

Permissions

• Org admins and org users typically have the broadest action access on Higbee cases.
• Vendor users see actions permitted for their vendor.
• Case users generally cannot run administrative actions.

If an action is missing, your role or case state may not allow it.