View all cases

Manage all cases on the system, whether they are currently open or closed.

Before you begin

Verify that you have administrator rights or belong to an access group with case management permission.

Task

  1. On the dashboard, click and select Investigation Panel.
    A summary of open cases appears on the left side of the dashboard.
  2. Use the drop-down arrow to expand the case you want to view and click View Case Management.
    The Case Management view opens, listing all cases on the system.
  3. Do any of the following:
    To do this... Do this...
    Add a case Click the Add Case icon on the toolbar at the bottom of the view.
    View or edit the selected case Click the Edit Case icon on the toolbar at the bottom of the view.
    Email the selected case Click the Email Case icon on the toolbar at the bottom of the view.
    Set a case up to send an email when a case is added or changed Click the Case Management Settings icon on the toolbar at the bottom of the view.
    Add or edit the statuses available for cases Click the Case Management Settings icon and click Add, Edit, or Delete.
    View the notes, history, and source events for the case you select Click Notes, History, or Source Events. When you click Source Events, the Source Event details tabs open. If the tabs aren't visible or if they are visible and you want to hide them, click the View Source Event details icon on the toolbar at the bottom of the view.

    The History tab records any time a user views a case. If the same user views a case more than once in five minutes, it doesn't update the record each time.

    Change Source Events columns Click the Source Events tab, then click Edit visible columns in Source Events tab.
    Filter the cases On the Filters pane, select or type the data you want to filter the cases by, then click the Run Query icon . The list of cases changes to show only the ones that meet the filter criteria.