Cases

Organise, analyse, and manage eDiscovery with detailed case overviews and user-friendly tools

Updated over a week ago

The "Cases" page on Worklabs Protect is an essential tool for account holders engaged in eDiscovery and compliance investigations. It allows users to create, manage, and analyse cases by organising relevant data discovered through the solution's robust search capabilities. This guide provides detailed instructions on how to effectively use the Cases page.

The case table

The table includes a row of cases listed by

  • Title: Displays the designated name of the case, assigned during its creation.

    Description: Provides a summary or purpose of the case, as defined at the time of creation.

  • Items: Shows the total number of data items that have been included in the case.

  • Created: Indicates the date and time when the case was initially set up.

  • Options (view, edit or archive): For each case, the following options are available for account holders to manage their cases effectively -

    • View: Enables a detailed examination of the case, allowing access to its contents and specifics.

    • Edit: Permits modifications to the case's name and description, facilitating updates and refinements.

    • Archive: Offers the functionality to store the case in an archive, useful for cases that are completed or no longer active.

The cases table also includes the option to view active/archived cases.

Viewing a case

From the case table, account holders can drill into a case to view the contents of it. It will list all data items that have been flagged by you or another account holder in the case.

The case view displays

  1. What, where: Indicates the data type and provides a brief preview of the data item.

  2. Who: Displays the username of the individual who created the data.

  3. When: Shows the creation date of the data item.

  4. View: Offers a detailed look into the specific data item listed..

    1. Author: Direct link to the profile of the user who created the data in the source system.

    2. Created time: The time and date when the data was initially created.

    3. Last updated time: The most recent time the data was modified.

    4. Source system: The system from which the data was imported.

    5. Source location: A link to the location within the source system where the data originated.

    6. Source link: A direct link to the specific item in the source system.Filtering results

    7. Contents: A snippet of the data item

    8. Parent: Identifies the related or preceding item in the hierarchy, like a group post for a group comment.

  5. Remove: Allows the account holder to delete the data item from the case, streamlining case management.

The case page also includes options to download all data items that make the case with or without their attachments.

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