Managing cases using Genetec Clearance™ Drive

2022-07-12Last updated

Create cases in Genetec Clearance™ Drive and review them in Genetec Clearance™ later.

Before you begin

Install Genetec Clearance™ Drive.

Procedure

To create a case in Genetec Clearance™ Drive:
  1. From the Genetec Clearance™ Drive header, click Create case ().
  2. Click Create new case.
  3. Enter information into the case fields:
    1. Enter a name for the case.
    2. Assign the case to a department.
    3. Assign a category to the case.
    4. Enter an incident number for the case.
  4. Click Create case.
    The case is created.
    Note:
    You can view the case in Genetec Clearance™ and add further field information and metadata to it there.
To search for a case using Genetec Clearance™ Drive:
  1. From the Genetec Clearance™ Drive header, click Search ().
  2. Click Search.
  3. Enter the search terms you require.
  4. Double click the relevant case to view the files.

After you finish

Log in to Genetec Clearance™ and add further information to the case. For more information, see Creating cases in Genetec Clearance™.