To record the details of an incident and link digital evidence to the incident, you
can create a case, and then share the case with other investigators within or outside your
Watch this video to learn more. Click the
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If a case is no longer active, you can close the case. Closed cases are still part
of the system and remain searchable. After a case is closed,
only users or groups that have the Manage permission level for the case can
reopen the case.
To create a case:
> Create a case.
Click and enter a
name for the case.
Enter values for the following settings:
A reference number for the case.
You can use this field to add external reference numbers to a case.
The type of incident. For example, you can categorize thefts as being either employee
theft or shoplifting. You can only select one category per case.
The department within your organization that is responsible for the case. You can only
select one department per case. For example, for a theft case, you can assign the case
to the Loss Prevention Department. This field is mandatory.
Incident start time:
Date and time the incident started.
Incident end time:
Date and time the incident ended.
A description of the case. Be descriptive so that others can easily find your case
when searching for cases.
One-word keyword entries that identify the case and help users find the case when
searching all cases. Ensure that you enter synonyms or alternate words for the type of
incident. For example, for a case about theft, you can enter the tags
Stealing or Shoplifting.
Set the location where the incident occurred. Type the
location, or click View map () to search for the location on a
The users or user groups that you want to share the case with. You can give the users
or groups View only, View and download, Edit, or Manage
permission levels. However, at least one of the users or groups that you add must have
full access (Manage permission level) to the case.
selecting a department, the users, along with their respective permission levels to
new cases, are displayed in the Permissions section after the
case is saved.
The video files and other file types that you want to associate with the case. You can
add files to the case by dragging the files into the Files
An email inviting users to view the case details is automatically sent to all of the
users you assigned the case to.
The following image shows an example of a case about employee theft. Because the
case is assigned to the Loss Prevention Department, the members of this department
automatically appear in the Permissions section.