Move a case to Documents under review
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
The consultant team is checking documents.
Where to goAdmin Area → Licence Applications → Case → Update Status
Before you start
- Use the exact navigation above and confirm the intended invoice, case, client, property, document or environment.
- Verify 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 helps you do
The consultant team is checking documents. These instructions follow the supplied module’s live hooks, menus, controllers, forms, model rules and downstream effects.
Follow these steps
- Go to the intended case.
- In Update Status, select Documents under review.
- Enter a clear status note suitable for the landlord timeline.
- Submit.
- Check the status label and action-required badge.
Fields and options
Status keydocument_review
Landlord action requiredNo
Final statusNo
Category/help-centre/category/licence-applications/
Topic/help-centre/topic/licence-applications-status-timeline/
Rules and limits
- The installed status key is document_review.
- Landlord action required becomes 0.
- This seeded status is not marked final, so it does not by itself set completed_at.
Check it worked
- Move a case to Documents under review 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.
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