Case details summary tab

The Summary tab on the case details page gives you a high-level view of the case and access to key actions. You can edit case metadata, apply or remove tags, and manage case notes to keep information accurate and organized.

Edit case details and retention

  1. On the case details page, select the Summary tab, and then select Edit.
  2. Enter your changes.
    • If you are changing the owner of the case, enter the name of the user in the Owner field that you want to reassign the case to and select the matching name that populates.
    • It's best to create a new Case ID to avoid duplication, but you can update a Case ID already in use.
    • If you have the Edit Case Retention permission, you can set the retention for the case. Select the retention option for the cases. The four supported retention policies include the following:
      • Until Manually Deleted: This option retains all evidence in cases until manually deleted.
      • Longest Retention Period: The scheduled deletion date for the case is calculated by finding the longest duration category applied to evidence in the case and adding it to the most recent recorded-on date for any evidence in the case.
      • Specific Date: Specify a date that sets how long the evidence in the case is retained.
      • Individual Evidence Retention: The case does not impact retention and each piece of evidence in the case is retained based on its own assigned categories and recorded-on date.
        Note

        Evidence in multiple cases use the longest retention policy for the cases.

  3. Select Save.

Case tags

Tags are labels that you can apply to cases and evidence. You can use tags to filter search results to find a case or evidence more easily.

Tags are located on the Summary tab of the case details page. If any tags exist, they appear as tiles. The following figure shows an example of the Tags area that has one tag named "RMS" and another tag named "Standards".

Add a tag

  1. Select Edit on the Summary tab of a case details page.
  2. In the Tags field, enter a tag name. Axon Evidence populates existing tags as you type.
  3. Perform one of the following:
    1. If the tag you want appears in the list, select the tag.
    2. If the tag doesn’t exist, add the new tag name, and then select Create new tag.
  4. Select Save.

Remove a tag

  1. Select Edit on the Summary tab of a case details page.
  2. In the Tags field, select the X next to the tag you want to remove.
  3. Select Save.

Case notes

The Notes section of the Summary tab organizes comments on the case from users, with the newest notes at the top of the section.

Add a note

Enter a note in the New Note field, then select Add Note.

Edit a note

  1. Select the More Actions (•••) button.
  2. Select Edit.
  3. Edit the note as desired.
  4. Select Save Note.

Delete a note

  1. Select the More Actions (•••) button.
  2. Select Delete.
  3. In the confirmation dialog box that opens, select Delete.