Update cases

Prev Next

Update case information such as changing the owner, sending notifications, or adding comments.

Notifications are sent to the case creator, case owner, and selected users when:

  • An email is added or changed.

  • Incidents are added to or deleted from the case.

  • The case title is changed.

  • The owner details are changed.

  • The priority is changed.

  • The resolution is changed.

  • Comments are added.

  • An attachment is added.

Tip

You can disable automatic email notifications to the case creator and owner from MenuConfigurationServer SettingsData Loss Prevention.

For details about product features, usage, and best practices, click ? or Help.

  1. In ePO - On-prem, select MenuData ProtectionDLP Case Management.

  2. Click a case ID.

  3. Perform any of these tasks.

    • To update the case name, in the Title field, enter a new name, then click Save.

    • To update the owner, click ... next to the Owner field, select the group or user, then click OK and Save.

    • To update the Priority, Status, or Resolution options, use the drop-down lists to select the items, then click Save.

    • To send email notifications, click ... next to the Send notifications to field, select the users to send notifications to, then click Save.

      Note

      If no contacts are listed, specify an email server for ePO - On-prem and add email addresses for users. Configure the email server from MenuConfigurationServer SettingsEmail Server. Configure users from MenuUser ManagementUsers.

    • To add a comment to the case, click the Comments tab, enter the comment in the text field, then click Add Comment.

  4. Click OK.