Cases Grid View

You can switch between the cases inbox and cases grid anytime while viewing the cases.

• To access the Cases grid view:
  1. In the module navigation menu, navigate to Cases.
  2. Select .
     The currently filtered cases and information associated with the cases appear in a table.
• To switch back to cases inbox view, select .

1. In the module navigation menu, navigate to Cases.
2. Select , and then select the case filter set.
   The cases for the selected filter set appears.
3. Select .
   The Asset Hierarchy window appears, containing the list of assets in a parent-child structure.

   Note: The hierarchy contains all the assets for which you have access permission.

   Tip:

   • You can search for an asset within the hierarchy.
   • You can filter the assets based on its category.
     To filter the assets, perform the following steps:

     1. Select Filter.

        The ASSET CLASSIFICATION section appears.

     2. In the Select Asset Classification drop-down list box, select the category of the asset, and then select Apply.
4. Select the check boxes corresponding to the assets for which you want the associated cases.
   Note: When you select a parent at any level in the Asset Hierarchy window, the subsequent child elements are also selected by default.
5. Select Apply.

You can apply default or custom filter sets to cases.

1. In the module navigation menu, navigate to Cases.
2. Select , and the select a filter set, such as My Cases or Unclaimed.
   The filter is applied to the cases inbox or cases grid.

   • To apply a new filter from the Filter Cases window without saving it as a new filter set, select More Filters, make your filter selections, and then select Apply.
   • To add a custom filter set as your favorite:
     1. Select More Filters to access the Filter Cases window.
     2. Select next to the filter name, and then select Favourite.
   • To remove a favorite filter, select next to the filter name, and then select UnFavourite.
   • To modify an existing filter with new filter options:
     1. In the module navigation menu, navigate to Cases..
     2. Select , and the select More Filters.
     3. In the Filter Cases window, select the name of the filter that you want to modify.
     4. Add, remove, or modify the filter options.
     5. Select Save.
   • To delete an existing filter:
     1. In the module navigation menu, navigate to Cases.
     2. Select , and the select More Filters.
     3. In the Filter Cases window, select for the filter that you want to delete.
     4. Select Save.

Refreshing the cases grid retrieves the newly created cases and displays them in the grid depending on the filter and sort criteria.

To refresh the cases grid manually:

• In the heading, select .

To enable automatic refresh:

• In the heading, select the drop-down arrow, and then select the time interval when the cases grid should be refreshed.

When in grid view, you can access the details for a case.

1. In the module navigation menu, navigate to Cases.
2. Select a Cases Inbox filter, then select a case.
3. Toggle the Cases Inbox icon () to change to grid view.
4. In the table, select the Name of the case to view.

Sorting and filtering columns allow you to categorize and find the required data easily.

• To sort a column:
  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select a case filter set.
     A pane that contains a list of cases appears.
  3. Select .
     The cases grid for the selected filter set appears.
  4. Select the heading of the column that you want to sort.
     The column is sorted in reverse order.

     Note: The columns are sorted alphanumerically, first by symbols, then number, and then uppercase and lowercase letter.

     Tip: To reverse the order, select the column heading again.
• To filter a column:
  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select a case filter set.
     A pane that contains a list of cases appears.
  3. Select .
     The cases grid for the selected filter set appears.
  4. In the heading of the page, select .
     The Filter boxes appear for each column in the table.

     Note: For all the columns containing timestamps, a drop-down menu appears in the Filter box. When you select the menu, a window appears, allowing you to specify a date range based on which the data in the table is filtered.
  5. In the Filter box for the column based on which you want to filter the table, enter a few characters.
     Tip:

     • In Internet Explorer, double-click the Filter box, and then enter the text.
     • As soon as you enter three characters, entries are filtered in the column. As you continue to type, the entries are further filtered, narrowing the results.
     For example, to find the cases that are in closed state, in the Filter box of the STATUS column, enter CLO. The grid is filtered and the number of filters applied appears.
     • To filter data by specifying a filter criterion in a column containing timestamps, select the drop-down menu that appears in the Filter box for the column, specify the dates in the FROM and TO date fields, and then select Apply.
     • To narrow the filter results when filtering one of the following columns, select in the column heading, and then select one or more options in the drop-down combo box:
       • CLOSURE CODE
       • SEVERITY
       • STATUS
       • VISIBILITY
       In the drop-down box, you can specify the following filter criteria:
       • Starts With
       • Ends With
       • Contains
       • Does Not Contain
       • Equals
       • Does Not Equal
     • To narrow the filter results when filtering one of the following columns, select in the Filter box, and then specify the filter criteria:
       • ASSET ALIAS
       • ASSET NAME
       • CREATED BY
       • EXTERNAL CASE ID
       • NAME
       • OWNED BY
       • SITE NAME
     The filtered data is displayed in the table.

You can customize the cases grid by reordering the columns.

• To reorder the columns by dragging:
  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select the cases filter set for which you want to reorder the columns in cases grid.
  3. Select .
     A pane that contains a list of cases appears.
  4. Select the name of the column header that you want to move, and then drag the column either to the left or to the right in the table.
     The column position is rearranged based on where you dropped it in the table.
• To reorder the columns using the Table Settings window:
  1. In the module navigation menu, navigate to Cases.
  2. Select , and then select the cases filter set for which you want to reorder the columns in cases grid.
  3. Select .
     A pane that contains a list of cases appears.
  4. Select .
     The Table Settings window appears.
  5. In the RE-ORDER column, hover over the row that contains the name of the column whose position you want to change in the table, and then select one of the following buttons:
     • : Moves the columns to the left in the table
     • : Moves the columns to the right in the table
  6. Select Apply.
     The column position is rearranged in the table.

1. In the module navigation menu, navigate to Cases.
2. Select , and then select a case filter set.
   A pane that contains a list of cases appears.
3. Select .
   The case grid for the selected filter set appears.
4. Select .
   The Table Settings window appears.
5. In the FREEZE COLUMN LEFT column, select the check box corresponding to the name of the column that you want to freeze.
6. Select Apply.
   The selected column is locked and remains visible even when you scroll to another area of the grid.

Grouping of columns organizes data in different levels. You can save the customized grouped grid view as your preferred view. You can filter data in the grouped columns.

1. In the module navigation menu, navigate to Cases.
2. Select , and then select the case filter set to access the cases grid in which you want to group columns.
   The cases grid for the selected filter set appears.
3. Select a column header, and then drag it to the Drag a column header here to group by that column box.

1. In the module navigation menu, navigate to Cases.
2. Select , and then select a case filter set.
   A pane that contains a list of cases appears.
3. Select to view cases in a grid view.
4. In the NOTES column of the grid, select for the case whose notes you want to view.
   The public notes related to the case appear in a tooltip.

You can show or hide certain columns in the cases grid view.

• To add a column using the Show Columns drop-down list box:
  1. In the module navigation menu, navigate to Cases.
  2. Select .
     The currently filtered case inbox appears as a table.
  3. In the Show Columns drop-down list box, select the check box for the column that you want to add to the cases grid.
     The selected column appears in the grid.

     Note: You can enter the name of the column in the Search box to search for it in the drop-down list.
• To add a column using the Table Settings window:
  1. In the module navigation menu, navigate to Cases.
  2. Select .
     The currently filtered case inbox appears as a table.
  3. Select .
     The Table Settings window appears.
  4. In the SHOW COLUMN column, select the check box for the column that you want to add to the grid.
  5. Select Apply.
     The selected column appears in the grid.
• To remove a column using the Show Columns drop-down list box:
  1. In the Show Columns drop-down list box, clear the check box for the column that you want to remove from the case grid.
     The column is removed from the grid.
• To remove a column using the Table Settings window:
  1. Select .
     The Table Settings window appears.
  2. In the SHOW COLUMN column, clear the check box for the column that you want to remove from the grid.
  3. Select Apply.
     The selected column is removed from the grid.

1. In the module navigation menu, navigate to Cases.
2. Select , and then select the case filter set that contains the case for which you want to generate a PDF report.
   A pane that contains a list of cases appears.
3. In the table, select the check-box for the case that you want to export, and then select Export PDF Report.
   The Export Cases to PDF window appears.

   Note: You can select the check-box for multiple cases to export multiple cases at a time.
4. In the REPORT TITLE box, enter the name of the PDF.
5. Select the sections that you want to include in the report.
   Note: By default, all sections are selected. The Case Info option is unavailable for selection and by default, it is included in every report that was generated for the case. To cancel the selection for a section that you do not want to include in the PDF report, select the section to remove the check mark.
6. Select Export.

   A message appears indicating that the PDF export job has been submitted successfully. The status can be checked by selecting the Report option () in the Cases page.

   Note:

   • You can view the recently exported files (last five files exported) by selecting the report option in the Cases page.
   • You can download () the PDF or select retry () on the failed tasks to regenerate the PDFs.
   • You can select Show All to view all the PDFs exported in the last 30 days.
   • You can find the cases included in each of the PDF generation task by selecting the report name.
   • You can have only 10 PDF export jobs running at any given time. You will not be able to export the PDFs including analysis and evidence section if 10 PDF export jobs are In Progress state.