Managing cases

How you manage a case depends on your role, the nature of the case, and the playbook in place.

The tasks that are involved with managing a case include:

Add or update case details.
In the case of Personal Information or Personal Data, update breach information.
Perform the tasks assigned to you.
Add, edit or remove notes.
Add or remove attachments.
Add or remove artifacts.
Implement pre-defined actions and check their status.
Add information to data tables. If configured, interact with other security tools from data tables.

If you are a case owner or a member, you might be able to add and assign tasks, and create custom tasks.

You can manage cases individually by clicking Menu > My applications > Case Management > Cases from the menu to display all cases, and then clicking a case to view its details. You can also complete a subset of management tasks on multiple cases simultaneously by clicking the check boxes next to those cases and clicking the Actions, Export, Assign to, or Manage buttons.

Note: Depending on your role and the configuration of the application, you might not be able to access all of the tabs and features listed in this guide.