Searching Cases

You can search specific cases using the Search Cases panel in the Case Management UI. The Search Cases panel allows you to search cases based on parameters such as, case name, case description, custodians of a case, users that are assigned to a case, the case creation date, the starting date of the case, the ending date of the case, and the case ID.

To search a case:

1. Select the Case Management tab.

2. Click My Cases from the Case Management workspace. The My Cases panel appears, which is divided into two parts, categorized as follows:

   • The right-side of the My Cases panel lists the cases.

   • The left-side of the My Cases panel displays the Search Cases panel.

3. Type a case name or a case description in the Name or Description text box, in the Search Cases panel.

4. To search cases assigned to specific custodians, click the [select] link next to the Custodians group box, in the Search Cases panel, the Participants panel appears.

5. The Participants panel displays a list of all participants in Enterprise Archive. Select one or more participants from the Participants panel.

6. To search cases assigned to specific users, click the [select] link next to the Assigned To group box. The Add Assignments panel appears. Select one or more users from the Add Assignments panel.

7. To search and filter cases based on dates, select one of the following options from the drop-down list in the Date Range group box:

   • Between – Select Between and then select the Start and End dates for the case.

   • After – Select After and then select the Start date from when you want to search the cases.

   • Before – Select Before and then select the End date till when you want to search the cases.

8. To search a specific case, when you know its case ID, type the case ID in the text box in the Case ID group box.

9. Click Search. The search result appears in the right sub-panel of the My Cases panel.