Case Dashboard
      • 23 Apr 2024
      • 1 Minute to read
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      Case Dashboard

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      Article Summary

      Case Dashboard

      Screenshot from 2024-04-23 17-39-58.png

      1. Create a report of your cases. You can include evidence, memos, images, and chain of custody in your reports. Make your selection and click Generate Report. You should see a download on your screen. If you don’t check your downloads folder for a report.

      Screenshot from 2023-07-06 13-14-48.png

      1. Any evidence to reference a case will be displayed here. Hover to see assignment details and click to view the evidence page.
      2. You can see your case data on the bottom portion of the page. Any fields that are related are grouped into widgets. You can edit fields or widgets by selecting the Edit button. To save, just change the field value and press enter or click out of the field.
      3. The case subnav allows you to create new cases, evidence, memos, expenses, and uploads. You can navigate to different parts of your case including status and uploads.
      4. Set the users and groups that can view this case. You can also set a Primary Case Assignment to a user that will show ownership of that case. You must have at least one user or group selected. Be careful not to lock yourself out!
      5. Any memos you have are displayed. Can be toggled open or closed.
      6. Any Expenses you have are here. Can be toggled open or closed.
      7. See all the evidence related to the case.
      8. Create a new memo. Will auto populate the case field with the case you are working on.

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