Overview of the Case edit page

On the Case edit page, you can enter information about your case and enter metadata that helps other users find the case in search results or protect a case from deletion. You can also watch video files, view audit trail information, delete a case, or copy a case.

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NOTE: The Files section of the Case edit page only supports thumbnail preview for the following files: BMP, PNG, JPEG, GIF, Icon, and MP4.

A Case name Name of the case. Be descriptive so that others can easily find your case.

The case name can be up to 256 characters and cannot start or end with spaces.

B Record number You can use this field to add record numbers to a case.
C Category Type of incident. These incident categories are configurable.
Example: You can categorize thefts as either employee theft or shoplifting.
D Incident number You can use this field to add external reference numbers to a case.

The incident number is an alpha-numeric string of up to 256 characters. For example, 123CSDF.

E Department Division or unit responsible for the case. You can use departments to define the access policy for the case.
Example: For a theft case, you can assign the case to the Loss Prevention Department.
F Files Video or files that are associated with the case. Clicking a file on the Case edit page opens the Evidence preview window if there are two or more files in the case.
Files can be added to a case using the following methods:
  • A user manually adds files.
  • The system automatically adds files, as indicated by the () icon, when all of the following apply:
    • The evidence was recorded using a body-worn camera that is activated in the Genetec Clearance™ system.
    • The evidence was recorded by an assigned personnel during the incident time range. This includes a 2-minute buffer before the incident start time and after the incident end time.
    • A case has relevant assigned personnel.
    • The evidence is associated with the same assigned personnel.
G Permissions Add users or user groups that you want to share the case with. You can assign the following permission levels:
  • View only
  • View and download
  • Edit
  • Manage
If the user or group also belongs to the assigned department, the highest permission level assigned to any one of the users, groups, or departments, applies to all.
H File requests Click to create or modify a file request.
I Search Click to enter search criteria. The search criteria can include the file name, file extension, folder, or subfolder. The results are displayed by relevance scoring and also fuzzy search results.
J Close case Click to close the case. Closed cases remain in the system and are searchable.
K List or Tiles view Click to switch between List () or Tiles () view.
L Click to manage cases. These options include:
  • Audit trail:
    Click to view the history of the case. The audit trail for a case tracks who created, viewed, or edited the case, and when the actions were performed.
  • Delete case:
    Click to delete the case. Deleted cases are moved to the recycle bin, and you can still search the case and any associated files that are in the recycle bin.
  • Copy case:
    Click to copy the case. Copy case is used when you do not want to include original user permissions or files when sharing the case. By default, copied cases are named Copy - original case name.
M Add files Click to add files or create folders using one of the following options:
  • Add files from computer
  • Add files from Genetec Clearance™
  • Create folder
NOTE: The Add files from Genetec Clearance™ option is not available for guest users.
N Filters Use sort or file type filters on their own or with search criteria to modify the evidence shown in the Files section.

You can filter by file types: Audio, Documents, Images, Videos, Folders, or All files (default).

You can sort by relevance: Name (default), Type, Start time, Uploaded time, or Uploaded by. The sort results can be shown in ascending or descending order.

O Click to manage files or folders. These options include: View details, Go to, Download, Move to, Redact, Rename, and Remove. The available options vary depending on the folder or file selected.
P Owner Username of the user who created the case.
Q Status A case can either be Active or Closed. Closed cases are searchable and can be reopened.
R Incident start time Date and time that the incident started.
S Incident end time Date and time that the incident ended.
T Description Summary of the case. Be descriptive so that others can easily find your case.
U Tags Keywords that identify the case and help others find it when searching. You can also add phrase tags with spaces.
V Location Geographical location where the incident occurred.
W Last modified Date and time of the most recent modification to the case.
X Protect from deletion Click to protect a case from deletion. Protected cases remain in the system, are not deleted, and are unaffected by retention policies. When this check box is selected, the delete option is unavailable.

Users must have the Manage permission level to protect a case or associated files from deletion. Users must also be on the Protect or unprotect cases and files from deletion security policies list. If there are no users on that list, then all users with manage permissions have the ability to protect or unprotect cases and files.

Y Assigned personnel You can use this field to add one or more users to the Assigned personnel section on the Case Edit page to track who was involved in a case or incident.

Users must have the Edit permission level to add assigned personnel to a case.