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Move a damage case through the workflow

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This article shows you how to change a damage case's (Schadenfall) status — for example moving it into repair or back to open — and what the system checks before it accepts the change.

What you need

Changing status requires the damage-management:transition permission. SystemAdmin and FleetManager have it by default; a Driver does not. Without the permission the transition is refused as forbidden.

Perform a transition

  1. Open the case in the detail view.
  2. Choose the target status — for example in_repair or back to open.
  3. Confirm. If the move is allowed, the status updates immediately and the change is recorded in the case history.
Tip: You do not have to pass through in_repair. If a case needs no repair you can move it directly from open to closed. See "Close a damage case" for the extra data closing requires.

Allowed moves at a glance

Current statusAvailable moves
openMark in repair, or close
in_repairReturn to open, or close
closedNone — the case is final

Typical sequences

Standard repair

open → in_repair → closed. Record the case, mark it in repair when the workshop takes the vehicle, then close it once the repair and its costs are captured.

No repair needed

open → closed. Close the case directly, supplying a no-repair reason so the closure is justified.

Correcting a premature move

in_repair → open. If a case was marked in repair by mistake, move it back to open, which also unlocks the vehicle field again.

Why a transition might be rejected

  • Invalid transition — the move is not on the allowed list (for example trying to change a case that is already closed). Closed cases are terminal.
  • Forbidden — you lack the damage-management:transition permission.
  • Closure prerequisites not met — you are closing a case that has neither financial line items nor a no-repair reason.
  • Not found — the case ID does not exist in your tenant.
Note: Every accepted status change is written to the case's status history with the new status, a timestamp, and the user who made it, so you always have an audit trail of how the case moved.

Related

  • Damage-case workflow: statuses and allowed transitions
  • Close a damage case
  • Who can change a case's status (permissions)
  • Assign a damage case to a vehicle and driver
AH
Written by Alexander Hagemann
Updated:
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