How to Keep an Automation From Closing a Case Before Staff Review

A workflow may close a case when a field or status changes even though a required person has not reviewed the result. This can hide unresolved customer or compliance work.

What to check

Map trigger conditions and approval states, inspect event order and user permissions, and test incomplete and rejected cases. Check whether closed items remain searchable.

Recommended next step

Require an explicit review state and preserve a route to reopen with an audit record. Informatix Systems can assess workflow automation and human oversight.