Within the Case Type configuration page there is a tab called Case Statuses which is where you specify the different stages that this particular workflow process can go through, from inception to conclusion.

By default, in the tab CiviPlus shows and selects all of the enabled Case Statuses currently configured in the system, and often you will be able to make use of these, removing the ones that aren't relevant for this particular Case Type. You can also add new Case Statuses directly from the Case Type configuration page, or visit Administer -> CiviCase -> Case Statuses to add them from there.

For a simple Client Support Case Type we might only need three Case Statuses; "Assessment", "In Delivery" and "Closure". There will be a set of Activities, Communications and Actions associated with each of these stages of the workflow, which will happen the the order shown above.

As it happens, none of these Case Statuses exist in CiviPlus so we will need to create them. Lets start by de-selecting all of the current Case Statuses shown in the tab, so that we have an empty list. Then click New Status to start adding the three new statuses that we need for this Case Type.

We now need to add some details about the new Case Status we are creating:

Label - This is what the status is called, and how it will appear on the Case itself, Dashboards and reports. In this example we are calling the Case Status "Assessment".

Value - This is the internal value for the status within CiviPlus. Leave the default value as it is.

Description - What stage in the Case thus Status represents.

Status Class - Marks whether this status is considered “open” or “closed”. In this example Assessment is the first stage of the workflow, and so is very much an "Open" status. Later on we will create the "Closure" status, which as the name suggests will be assigned a Status Class of "Closed". It is good practice to always have at least one Status in a Case Type which has a Status Class of "Closed".

Order - There is no real concept of Cases Statuses being in any particular sequence from a chronological point of view (you can move Cases to an "earlier" stage if you need to), but this setting determine whereabouts in the dropdown list a particular status appears. Since we want "Assessment" to appear before "In Delivery" and "Closure" in the list we give it a lower value, "1" in fact.

Colour - It's aways nice to use colour to differentiate between statuses, for example you could use red to flag to a status called "Escalation".

Enabled - You can disable a Status if you do not want it eligible for inclusion in a new Case Type.

Default Option - If this is selected the Status is assigned to the Case when it is first created.

Having created the first new Case Status called "Assessment", we will go on to create the other two - "In delivery" and "Closure". This is what the Case Statuses tab will look like once all three new statuses have been created.

That completes the configuration of the Case Status tab for this simple Case Type example.