Creating a case

Cases allow you to store the information used in an investigation together. The access to a case can be controlled by assigning users and groups.

About this task

Note: Before you can create a case, you need to activate the database for case control. See Activating case control

Use the Case dialog to create a new case or edit the properties of an existing case.

The Case dialog is organized into three pages:

  • General - enter a description for the case and set its status as open or closed

  • Users - assign users to the case

  • Groups - assign Data Access Control groups to the case

Procedure

  1. Select New > Case.

  2. Set up the general properties for the case:

    1. Enter or edit a description for the case. This description is visible to the user when they select a case in the Select Case dialog, when logging on to the database.

    2. Specify whether the case is Open or Closed. Users will be able to add data to an open case when they select only that case when logging on. Data in a closed case cannot be added, modified or deleted by users.

  3. Assign users to the case:

    1. Click Users. A list of all the users of this database is displayed on the left.

    2. To assign a database user to this case, double-click on their name, or click once to select them and click Add. Added users appear in the list on the right. To remove a user, double-click on their name in the Users that can access this case box or click once and then click Remove.

  4. Assign Data Access Control groups to the case:

    1. Click Groups. A list of all the Data Access Control groups related to this database is displayed on the left.

    2. To assign a group to this case, double-click on the group name, or click once to select the group and click Add. Added groups appear in the list on the right. To remove a group, double-click on the group name in the Groups that can access this case box or click once and then click Remove.

Results

The case is created and ready for use by the assigned users. When the investigation is complete, you can delete a case to remove it from the database.

Before deleting a case, you need to:

  • Archive all the data in the case.

  • Archive the audit log for the period covered by the case.

To delete a case, right-click on the case name in the left or right pane and select Delete.

Note: Deleting a case purges (hard-deletes) all records in the case, and deletes all entries in the audit log for those records.