Active Cases & Access

Active Cases

The Active Cases page is the first section under the Classification Owner tab. It displays a list of active cases associated with your classification from the past three years, allowing you to quickly review recent and ongoing cases.

The Active Cases grid includes the following columns:

• Case # — The unique identifier assigned to the case
• Incident Types — The type or category of incidents associated with the case
• Involved Parties — The individuals or entities involved in the case
• Reported On — The date the case was originally reported

Selecting a case from the list allows you to view additional case details.

Access

The Access page allows you to see which users have access to cases within your classification and manage their permissions. This page is only visible to Classification Owners.

Adding a User

Click the Add User button at the top of the page to add a new user and assign their permissions. To add a user:

1. Navigate to the Classification Owner tab and select Access
2. Click the Add User button
3. Enter the required user details
4. Assign the appropriate permissions
5. Click Save

Managing Existing User Permissions

Each user listed shows their role and six different types of access permissions represented as checkboxes. You can adjust a user's access by selecting or deselecting these boxes — changes update immediately.