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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|A||Case name||Name of the case. Be descriptive so that others can easily find your
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
Files can be added to a case using the following methods:
|G||Permissions||Add users or user groups that you want to share the case with. You
can assign the following permission levels:
|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:
|M||Add files||Click to add files or
create folders using one of the following options:
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
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
Users must have the Edit permission level to add assigned personnel to a case.