4.3.2.2.3 Releasing the Case

This section describes how to release cases after completing the investigation.

To release the case, follow these steps:
  1. If the configuration in the administration page is selected as Case-level disposition only, then:
    1. Review the events.
    2. Select Release from the Case Decision pane.
    3. Based on the decision, select a reason from the Select Reason drop-down menu.
    4. Select a due date for this case from the Set Due Date.
    5. (Optional) Provide your comments.
      You can provide your comments for the decision in the Comments field.

      Also, you can provide your comment as a running comment by clicking on the tick mark next to the Comments field. After saving the comment, the comment is displayed below in the comment history section (this section contains all the comments provided for that case).

      You can delete the comments from history by clicking the delete icon next to the comment.

    6. (Optional) Click Drag and Drop. Select the required file and click Open to upload the supportive documents.
    7. Click Submit. The submission happens, the case status will be changed to Released, and the user will be navigated to the Case List page.

      Note:

      If you click Submit and Next, the case status will be Released, and the user will be navigated to the next case details for action for the logged in user.
  2. If the configuration in the administration page is selected as Event-level disposition required before case decision, then:

    Note:

    Release action is possible only when all the events are in Clean status.
    1. On the Case Summary Page, click Release. The Release pane is displayed.
    2. Select Reason from the drop-down list.
    3. Enter the Comments to explain your analysis.
    4. Click Drag and Drop. Select the required file and click Open to upload the supportive documents.

      Note:

      This field is optional.
    5. Click Submit. The submission happens, the case status will be changed to Released, and the user will navigate to the Case List page.

      Note:

      If you click Submit and Next, the case status will be Released, and the user will be navigated to the next case details for action for the logged in user.