Editing a Case

Overview & Permissions

Your permission to edit case information is based on your User Role and Team Member assignment. As a general rule, you may edit information for cases where you are assigned as a Team Member and/or where you originally created the content.

Editing Case Information

To edit an existing case:

1. Navigate to the Case Overview page
2. Select Edit from the Case Menu

This will open the Edit Case form where previously entered case information is displayed. Update any available fields as needed and click Save to save your changes.

Editing the Incident Description

Within the Incident Description section of the Edit Case page there are two options for updating incident information:

• Edit Incident Description — Use this option to correct errors in the original incident description. This should be used sparingly and only when necessary to correct inaccurate information
• Append to Incident Description — Use this option to add new or supplemental information related to the incident without modifying the original description

Editing Case Details

Additional case information may be updated from either the Edit tab in the Case Menu or the corresponding panel within the Case Management section of the Case Overview page.

Editable case details may include:

• Involved Parties
• Case Types
• Classifications
• Incident Date and Time Information
• Incident Location Information
• Other case-related details

Managing Team Members

Team Members may be added, edited, or removed from:

• The Team Members panel within the Case Management section of the Case Overview page
• The Options button located in the Case Header

For detailed instructions on adding Team Members and role definitions see Team Members.

Closing a Case Classification

Case Classifications are closed individually. To close a Classification:

1. Navigate to the Case Overview or Edit Case page
2. Click the Options button in the Case Header
3. Select Edit Classifications
4. In the slide-over panel locate the appropriate Classification
5. Change the Status using the Status drop-down menu
6. Save your changes

Deleting a Case

Users with the appropriate permissions may delete an entire case. To delete a case:

1. Navigate to the Case Overview or Edit Case page
2. Click the Options button in the Case Header
3. Select Delete Case

Alternatively the Delete Case button is available at the bottom of the Edit Case page. A reason must be provided when deleting a case.

Common reasons for deleting a case include:

• Duplicate case entry
• Case entered without sufficient information
• Case entered in error