Editing the properties of cases

You can rename a case, change its owner, close and reopen the case, and more.

You must have case administration permissions to edit the properties of a case. Users with the application-wide permission Create and Configure Cases can edit any case in the system. By default, only users with the role of Discovery System Admin have this permission. Users who have the Case Admin permission can edit the properties of cases in which they have this permission.

To edit the properties of a case

  1. Click the Cases tab in the Discovery Accelerator client.

  2. In the left pane, click the case whose properties you want to edit.

  3. Click the Properties tab.

  4. In the left pane, click the case that you want to edit.

    If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.

  5. Edit the case as necessary.


    You can nominate a new owner, but the original owner still retains all the administrative permissions. If you do not want the original owner to retain these permissions, use the Role Assignment facility to deassign them.

    If you have finished with a case and want to prevent case administrators and reviewers from accessing it, set its status to Closed.

  6. Click Save.

More Information

About the Discovery Accelerator permissions

Opening new cases

About analytics rules

Checking the progress of cases

Creating and running Discovery Accelerator searches

Creating review marks

Assigning Discovery Accelerator roles to users

Deleting cases