Case Configuration
This article contains details about the Case Configuration page of the Verba Web Interface.
To manage Cases, go to Compliance --> Cases in the Verba Web Interface. Click on any of the Cases in the list to edit an existing Case or click Add New Case to create a new one.
The screenshot below is an example of the Case configuration page. Below are the detailed descriptions of each configuration option available on the page.
Configuration Options
Line Item | Description |
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ID | The ID of the Case |
Title | The name of the Case used to identify it across the web interface. |
Description | Optional description of the Case. |
Owner | The owner of the case is the user who created it. |
Conversations Included | Summary statistics the conversations belonging to this case. The Count, List and Export buttons allow these actions to be carried out on the conversations belonging to the case. |
Concern Labels | The list of labels belonging to the case. These labels define which conversations are part of the Case. All conversations tagged with any of the labels in this ist are part of the case. To add a label, type the name of the label in the Add Label field. To remove a label, click the Exclude from Case button next to the label in the list. |
View Conversations | View Access to the conversations belonging to the case will be extended to the users or groups specified in this section.
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Playback Conversations | Play Access to the conversations belonging to the case will be extended to the users or groups specified in this section. |
Add / Remove Conversations | Specify which users are able to include / exclude additional conversations in the case by adding / removing labels belonging to the case to / from conversations. |
Legal Hold | Enable legal hold for the labels belonging to the case. For more information on Legal Hold, please refer to the corresponding article:Â Legal Hold. |
Authorization Requests | List of conversation access requests for this Case. For more information on authorization requests, please refer to the corresponding article:Â Authorization Requests. |