To Deactivate Cases:

1. Ensure you do not have any filters set that may exclude any case you wish to reactivate.

2. From the top Main Menu toolbar (File Menu), select ‘Case Administration’ > ‘Deactivate / Reactivate’.  The Deactivate / Reactivate Cases window will appear as shown below.

3.  Ensure the ‘Deactivate Active Cases’ option is selected.

4.  Select the case(s) you wish to deactivate by clicking in the “X” column or clicking on ‘Select All’.

Note:  If you prefer to find cases using the ‘Filter’ option on the Case Information screen (invoked via clicking on the ‘Cases’ tab from the Form Selection toolbar on the far left side of the Trustee Suite main screen), click on the ‘Options’ button and select ‘Set Filter…’.

5. Click on the ‘Deactivate Cases’ button at the bottom of the screen.

6. Click on ‘Yes’ at the following prompt:  “Are you sure you wish to process the selected case(s)?”

Note:  All accounts must be closed before a case can be deactivated.  If an account is open, Trustee Suite will display a message informing you that “The current case will not be deactivated.”

Deactivate a “Batch” of Cases

Use the ‘Set Filter’ option (as explained in the section above), to “batch” cases together for deactivation.  The most common use of this feature is to deactivate all closed No Asset cases of a certain age.  Once you have set a filter for only those cases you want to deactivate, when you go to the Deactivate / Reactivate Cases window (shown above), you can choose ‘Select All’ and ‘Deactivate Cases’ rather than select the cases one by one.

Reactivate Cases

Since deactivated cases are still in the system, you can reactivate them at any time as long as they are not “purged” from the system.

To Reactivate Cases:

1. Ensure you do not have any filters set that may exclude any case you wish to reactivate.TIP – If you have deactivated a case but it still does not appear when opening this page (shown above), examine the Case filter.

2. From the top Main Menu toolbar (File Menu), select ‘Case Administration’ > ‘Deactivate / Reactivate’.  The Deactivate / Reactivate Cases window will appear, as shown above and below.

3. All active cases will appear on the page.

4. Click on the ‘Reactivate Inactive Cases’ button (see the screen below).  All inactive cases for the selected trustee will appear on the screen.

5. To reactivate, select the desired case(s) to reactivate by clicking in the “X” box, and click on the ‘Reactivate Cases’ button at the bottom of the screen.

6. You will see a message asking, “Are you sure you wish to process the selected cases(s)?”  Click on ‘Yes’.