Enterprise Archive allows users to create cases or update existing cases based on specific industry scenarios to perform operations such as Collect, and Review on conversations.

To create a case:

1. Select the Case Management tab .

2. Click My Cases from the Case Management workspace.
   The My Cases pane provides a list of cases that are created in Enterprise Archive.

3. Click Create Case from the My Cases pane.

4. The information in the Create Case tab is ordered by the following categories:

   • General Info

   • Collected Info

   • Created/Modified Info

   • Assigned To

   • Tag Groups

   • Case Restrictions

   • Custodian Hold

   Category Heading	Category Field/Info	Category Field Description and Task
   General Info	Name	Enter a valid case name in this field. Ensure the case name entered is unique. Enterprise Archive does not allow you to create duplicate case names. An error messages is displayed if a duplicate case name is attempted.
   	Description	Enter case specific details in this field.
   	Notes	Enter additional notes related to the case in this field.
   Collected Info	Collected	The icon displays the number of documents have been collected to this case.
   	Held	The icon displays the number of collected documents with legal holds that have been applied.
   	Tagged	The icon displays the number of documents that have been tagged.
   Created/Modified Info	Created By	The owner or create of the case.
   	Date Created	The data of case creation.
   	Last Modified By	The person who last modified the case.
   	Last Modified	The time stamp when the case was last modified.
   Assigned To	Select Assignees	Use this field to add case assignees who will preside over the case, based on the role that will be assigned to them. You can add users and groups to the list of case assignees as shown below: Select from Users/Groups from the drop-down. Click the checkbox next to the user/group to be assigned to the case. Click Add to complete the assignement.
   	Role	To assign a role to the case assignee, click the drop-down and select from a list of pre-configured case roles such as administrator, case researcher or case reviewer, as shown below: Note The Administrator assigns a role to a user, while creating a new user. A users' role can be modified at any time in Enterprise Archive. This role that is defined at the Enterprise Archive application level is defined as the users' default role. You must have the permission, "Update Case Assignments" assigned to your role to be able to modify the case level role of a user. When a case is created, a user can be assigned to the case as a case manager or a case researcher. Roles and permissions for that case are those that are assigned within the case. A user's default role does not apply to within a particular case. This is defined as a case level role of the user. Within a case, the user's case level role takes precedence over the default role. When a role is granted with the permission "Full Archive Access", then the user assigned to that role will be able to perform a search on the entire corpus of archive data and the search is not limited to the custodians assigned to the case. When a user with this permission is searching for interaction data, it is not mandatory to add custodians to the case.
   Tag Groups	Add Tag Groups	Select this option to tag a case with pre-defined tag groups that have already been created. Tags help in classifying cases based on certain labels.
   Case Restrictions	Manage Case Restrictions	Use this option to add case-level restrictions to documents that will be collected and reviewed. Setting case restrictions will limit the content that is collected into a case. Case restrictions can be applied based on the following main attributes: Participants Groups Networks Channels Countries Divisions Departments For a more detailed understanding on how case restrictions are applied, refer the Understanding Case Restrictions topic.
   Custodian Hold	Enable Custodian Hold	This feature allows a case manager to create and place any new documents belonging to a case custodian on legal hold based on selected time period options. Users have the ability to add, modify, or remove participants or groups for the custodian holds policy, along with an optional date range. See Managing Custodian Holds Policy for more information. The first step in creating a policy is to select a date range. The date range specifies the starting and ending date set for a policy. You can either set a single date range for all participants, or set custom date ranges for each participant. In order to specify a specific date range choose one of the following options: Single Date Range: This option allows users to set a single date range that will apply to all participants included in the custodian holds policy. For example, a user could set a single date range of January 1st, 2023 to March 31st, 2023 for all the selected participants or groups. Specific Dates Per Custodians: This option allows users to set different date ranges for each individual participant included in the custodian holds policy. This can be useful if you need to manage different custodian holds policies for various individuals or groups. For example, a user could set a date range of January 1st, 2023 to March 31st, 2023 for one participant or group, and a different date range of April 1st, 2023 to June 30th, 2023 for another participant or group. This option provides more flexibility and customization options for users who need to manage different custodian holds policies for various individuals or group. The next step in creating a policy is to add custodians, or users and groups who will be monitored as part of the case. You can add custodians to a case by clicking the Add Custodians button. See Managing Custodian Holds Policy for more information on custodian holds policy.

5. To create the case, click Save. The My Cases panel appears. The newly created case is listed in the My Case panel.

   The My Cases panel displays the following information for each of your cases:
   Table 4: Case Details—My Cases panel

   Permission Category	Description
   Name and Description	Provides the name and the description of the case.
   Custodians	Shows if there are custodians added to the case.
   Assignments	Shows the users that are assigned to the case.
   Date Created	Displays the date when the case is created.

   You can also use the Search Cases pane on the left to search for cases by Name or Description, Custodians, Assigned To, and Date Created filters.