5.1 About Case Summary

The Case Summary page provides information about the case in the following ways:

• Case Context: The Case Context section provides a snapshot of the selected case. You can also modify a few information based on your analysis.
• Case Tabs: The comprehensive details of the selected case are available in the tabs. The following types of tabs are available for the selected case:
  • Case Operational Data tabs: These tabs are available for all types of cases. For example, Evidence, Audit History, and Narratives. The data in each tab is displayed based on the access privilege provided to the user. Users view, analyze, update information pertaining to cases, and provide inputs using these tabs. This information enables you to take appropriate action on the cases. For more information, see Using Operational Data.
  • Case Business Data tabs: These tabs are available based on the case type selection. Business tabs help users categorize large amounts of supporting data into smaller tabs of data, organized by data type (for example, account information, customer information) to aid analyzing of a case. The data in each tab is displayed based on the access privilege provided to the user. For more information, see Using Business Data Tabs.
  • Action Buttons: Some actions can be taken directly on the selected case from the Case Summary. For example, you can assign a case, add evidence, and email a case. Action buttons are available based on the case type and access privilege. More information on how to use these buttons can be found in their respective sections.

Note:

When you open a case and navigate to the Case Summary page,the selected case is locked by you and other users are allowed view-only access to the case. If other users attempt to access the same case, they receive a message informing that the case is locked by another user and granted only view rights (they can take no action on the case).