Cases

Key Case functions:

• Add Case – Initiate a new case with relevant details
• View/Edit Case – Access and modify existing case information
• Launch Case – Activate and begin case processing
• Download Case Details – Export case data for offline use or reporting
• View Case Dossier – Review the complete case file in a structured format
• Edit Case Status – Update the progress or resolution stage of a case
• Add Subjects to Case – Link individuals or entities to the case
• Add Data Queries to Case – Attach relevant data queries for deeper analysis 

Add Case

1. Hover over Case Management. 
2. Hover over Cases. 
3. Click Add.
4. A new form will open, prompting you to enter the details of the case. 
5. Fill in all the required fields, such as Case Number, Case Name, Department, Case Status, Case Type, and Case Owner.
6. Add information like compliance details, collaborators, necessary attachments, and Template before creating the case if required. This information can also be added after creating a case.

Field Descriptions: 

This section outlines the key fields available when creating a new case. Each field plays a specific role in capturing and managing case-related information. 

Case Details

• Case Number: A required field that uniquely identifies each case within the organization. It can be auto-generated based on administrative settings. 
• Case Name: The display name of the case. Depending on the admin configuration, this field may be mandatory or optional. 
• Date Case Started: Indicates the official start date of the case.  This defaults to the time the case creation process began.
• Case Owner: Automatically populated with the name of the user creating the case. Can be modified via dropdown selection.
• Department: Displays department options based on the selected case owner. The primary department is selected by default. 
• Case Status: A mandatory dropdown field that defines the current state of the case (e.g., active, closed). Includes both system-defined and custom statuses. The selected status determines whether case data is editable or view-only. 
• Case Type: If enabled by the organization, this field appears on the Add Case page and must be selected from a dropdown menu. 
• Case Notes: This is the section where the case notes can be created and can be viewed or edit later. Multiple Notes may be added to a case.

Case Notes

Add Note:

This section outlines the actions for adding a Note during Case creation. For adding Notes to an existing Case, see the Case Records section below.

1. Click on the “Add Notes” button.
   
2. Enter the required fields such as:

• Note Title
• Note Type – Select the appropriate Note Type from the available list. 
• Sensitivity – Select a sensitivity classification created by the Administrator or Super Administrator. 
• Note Sub Type – Select a Sub Note Type if configured for the selected Note Type.

If the selected Note Type is associated with a Note Template, the template structure and fields will automatically be displayed, allowing users to enter information in a predefined format.

If the selected Note Type is not associated with a template, users can manually enter the note details and description in the provided text area.

3. After entering all required details, click the Save button to create the Note successfully.
   

When a note is created using a template, the template content is displayed in the expanded view of the note. If the content exceeds the available display area, it is presented within a scrollable section to ensure all template data can be viewed.

Edit Note:

1. Select the existing Note and click the Actions button. From the available options, select Edit. 
   

   This opens the Edit Note dialog window. When editing a note from the Add Case page, all Note fields are editable, including:

   • Note Title
   • Note Type
   • Note Sub Type
   • Sensitivity
   • Note Description
   • Associated Note Template
   • Template Fields (if applicable)
     

   Users can also change the associated Note Template by selecting a different Note Type or template configuration.

2. Make the required modifications to the note details. 
3. Click Update to save the changes successfully.

Delete Note:

1. Locate the note that needs to be deleted from the Notes section of the record. 
2. Click the Actions button corresponding to the note. 

3. Select Delete from the available options. 
   

   A Delete Note confirmation dialog will be displayed.

4. Click Delete to permanently remove the note, or Cancel to return without making any changes.
    

Collaborator Information

• User/Collaborator: Auto-populated with all users based on admin configuration. If user-defined setup is enabled, selections can be made manually. 
• Collaborator Role: Auto-populated with role titles unless user-defined setup is enabled, allowing manual selection. Attachments & Attributes 
• Browse Files: Allows uploading of attachments (all file types except .exe) to the case. 

Retention Policy Fields (if enabled)

• Record Type: A system-generated field that appears if the Retention Policy is active. Defaults to "Case". 
• Classification: A dropdown field created in the Administration module. It may be mandatory depending on the configuration. 
• Archive Date: Automatically generated based on Record Type and Classification. 
• Delete Date: Automatically generated based on Record Type and Classification. 

Security & Compliance

• Access Rights Level: Defines the security clearance required to access the case. Clearance levels are hierarchical and configured per agency. Only users with equal or higher clearance can view the case. 
• 28 CFR Part 23: If activated, this compliance field appears on the Add Case page and may be mandatory. 
• Legal Hold: A toggle switch that places the case under legal hold. Once enabled, it cannot be disabled. 
• Legal Hold Date: Automatically populated with the current date when Legal Hold is activated. 

Templates 

Select Templates from Library: Located at the top-right corner of the Add Case page. Opens a pop-up window displaying all active templates. Only one template can be selected, and its fields will be added to the case form.

View-Edit Case

OWL's case management functionality offers comprehensive oversight of each case. Cases are housed within the View- Edit case page within the Case Management module. Here you can review case details as well as perform other actions such as View Case Dossier, Launch Data Visualization, and Edit Status.

Steps to Navigate View-Edit Case Page:

1. Hover over Case Management. 
2. Hover over Cases. 
3. Click View- Edit. This will open the case View-Edit page.

By default, you will see all your Cases along with your collaborated Cases from other users. 

There is a filter option in the right corner of the case table, which will allow you to search for a specific case.

When enabled, the Collaborated Records filter displays both your cases and any records shared with you through collaboration. If manually disabled, only your individual cases will be shown.

Other filters, such as Case Number, Case Name, Department, and Record Owner, can also be used to quickly locate and access the specific case you are investigating. 

When filters are applied to any fields, the selected filter values remain persistent even after the user logs out, logs back in, or refreshes the page.

For example, if a user selects the "Open" status filter, it remains applied when the page is refreshed and continues to be applied when the user logs back into the application.

4. The Case Number is displayed as a hyperlink. Clicking on the Case Number redirects the user to the corresponding Case Dossier page, where detailed case information can be viewed and managed.

Additionally, we also have an option for Column Sorting where the users can sort based on the column in the View-Edit Case page.

• Case Name / Case Number: Enter the case name or number to retrieve all matching records. 
• Subject Name: Input the subject’s name to find cases associated with that individual or entity. 
• Record Owner: Select a record owner to view all cases assigned to that person. 
• Case Status: Choose a status from the dropdown to display cases with the selected status. 
• Case Type: Filter cases by selecting a specific case type from the available options. 
• Department: Select a department to view cases created under that department. 
• Created On / Created To: Define a date range to find cases created within that timeframe. 
• Last Updated Date: Use this filter to sort and view cases based on their most recent update date. 
• Retention Policy: Displays cases that match the selected retention policy criteria. 
• Auto-Increment Field: Filters cases based on a specific auto-generated identifier. 
• Legal Hold: Select the legal hold flag to view cases currently under legal hold. 
• Collaborated Case: Shows all cases shared with collaborators linked to the selected record owner. 
• Multi-Field Search: Users can combine multiple filters to refine and narrow down search results.

The User can perform different actions on each case from the view-edit page. 

• View Case Dossier 
• Launch Data Visualization 
• Edit Status 
• Add Notes
• Upload Document

• Add Task
• Add Form
• Export (PDF/Excel)
• Transfer Record Owner

Data Visualization

You can Launch Data Visualization view directly from the case dossier. You can choose how you’d like the information to be displayed. Available options include Geospatial View, Link Analysis, Timeline View, and Tabular View. Launching cases provides a clear, visual representation of case-related and connected data.

If No Searches are associated with the Case, then the launch Data Visualization Case option will be disabled.

Steps to Launch Data Visualization:

1. Hover over Case Management. 
2. Hover over Cases. 
3. Click View- Edit. 
4. Click the action menu under the Action column for the relevant case. 
5. Click View Case Dossier. This will open the View Case page.

6. From the Launch Data Visualization dropdown, you can select the appropriate data options for which you would like to launch and view. 
7. This will open the Data Visualization page, which will display the data selected from the Launch Data Visualization. The results will reflect data from all searches performed for that case.
8. You can Launch Data visualization from the view-edit case action menu. This helps to quickly open the  Data visualization view without opening Case. 

Download Case Details

Users can export detailed Case reports in PDF, XLS, or CSV format. This report will consist of all data within the Case Dossier. This tool is helpful when agencies need a physical or shareable copy of Case records.

Steps to Download Case Details:

1. Hover over Case Management. 
2. Hover over Cases. 
3. Click View-Edit. 
4. Click the action menu under the Action column for the relevant case. 
5. Click View Case Dossier, which will open the View Case page. 
6. In the top right corner, click the Download icon. This will open a menu with three options to download the case details. 
7. Select from PDF and Excel.

The same export/download case report option is available from the view-edit case action menu. This helps to quickly download the case report without launching the case.

Export options are available next to individual records, allowing you to download specific information along with the case details. For example, to download a form attached to a case, navigate to the Form section and select the Export checkbox next to it.

8. If you want to include records from Case-Level Connector Searches (Data Queries) in the export, select the Export checkbox next to the required data source.

• Checked (Export enabled): Records from the selected data source will be included in the export.
• Unchecked (Export disabled): Records from the selected data source will be excluded from the export.

This allows you to control which data sources are included in the exported file.

9. After selecting all the desired items, go to the Report Download option in the View Case Dossier and click Download Report.

10. Choose the preferred report format and click Export. 

A popup window will appear displaying all selected items for review before downloading. This window also provides an option to password-protect the document. 

11. Optionally follow the on-screen instructions to set a password, or click Export without selecting to set a password to continue. 

The Case Report, along with all selected items, will then be downloaded to your system.

View Case Dossier

Complete case details can be found within the View Case Dossier action item within the View- Edit Case page. All associated Templates, OWLdocs, Case Notes, Case Forms, Tips & Leads, Reports, Tasks, Imports, Deconfliction, Subject Dossier, Audit Logs, Case Level Connector Searches, Collaboration, and Monitoring will be displayed.

Steps to View Case Dossier:

1. Hover over Case Management.
2. Hover over Cases.
3. Click View-Edit.
4. Click the action menu under the Action column for the relevant case.
5. Click View Case Dossier. The case details will open within a new tab.

You can also view the case from the Recent Case panel present on the homepage.

Case Dossier Section Descriptions 

Case Overview

The Overview section provides a high-level summary of the case and its current status. It displays key Case information, including the Case Name, Case Number, Status, Owner, Department, Access Rights, Case Start Date, Created Date, Last Activity Date, and Collaborator Count. It also includes summary metrics for associated Subjects, Records, Tasks, Flags, Documents, and Searches.

Compliance indicators are displayed at the top of the Case Dossier, providing a quick view of the compliance controls currently applied to the Case. Depending on the organization's configuration, these may include Retention Policies, 28 CFR Part 23, Legal Hold, Data Access Rights, Juvenile Records, Restricted Access, and other compliance-related settings.

Users can edit Case information directly from the Case Overview by clicking the Edit icon.

Only Case Name, Case Status, Case Type, Priority can be updated from Case Overview.

Recent Activity - Audit Logs

The Case Audit Logs container provides a comprehensive record of all user actions performed within the Case. These actions include the creation, updating, and deletion of Case records, as well as launching or viewing Case details. Additionally, the logs capture activities such as performing new Data Queries and uploading or attaching new records to the Case. 

By maintaining a detailed log of each activity, the system enables effective tracking of contributions and 
changes made by individuals working on the Case. This ensures transparency and accountability 
throughout the Case management process.

Case Details

If a added template is available, it will appear here or can be attached as needed. 

Add a Case Template:

1. Click Add Case Template from Library. Available Inside Case Records(s) container. A pop-up window will display all available case templates.
   
   
2. After adding the template, fill in the required fields and click 'Save Template to Case' to finalize. 

Once saved, the template details can be edited but cannot be deleted.

Case-Level Records

Notes

This is the section where the case notes can be created and can be viewed or edit later. Multiple Notes may be added to a case.

Add Notes:

1. Click on the Add To Case button at the Header or directly click on Add Notes from the Notes section. 
   
2. Select Note. A pop-up will open to add a Add Note
   
3. Enter the required fields such as:

• Note Title
• Note Type – Select the appropriate Note Type from the available list. 
• Sensitivity – Select a sensitivity classification created by the Administrator or Super Administrator. 
• Note Sub Type – Select a Sub Note Type if configured for the selected Note Type.

If the selected Note Type is associated with a Note Template, the template structure and fields will automatically be displayed, allowing users to enter information in a predefined format

If the selected Note Type is not associated with a template, users can manually enter the note details and description in the provided text area.

• After entering all required details, click the Save button to create the Note successfully.
  

  When a note is created using a template, the template content is displayed in the expanded view of the note. If the content exceeds the available display area, it is presented within a scrollable section to ensure all template data can be viewed.
  

  From the Case Dossier page, users can manage existing notes. 

  • Click the Action button next to the desired note and choose Edit to modify the note details or Delete to remove the note.

    

   

Case Tasks

Tasks are the work assignments provided to individuals by the Case Owner or by supervisors or administrators. The Tasks that are attached to the Case will be shown under that specific Case Tasks container. The count of number of Tasks attached to the Case can be shown on the container header. 

Add Task: 

1. Click on the Add To Case button from the header or directly click on the Add Task button from Tasks section. 
2. Click on the Task button. This will open a Add Task window. 
3. Provide all the Task mandatory details like Task Name, Owner, Department, Assign To, Task Status, Due Date. 
4. Once all the Task details are filled provide the Task notes and Steps. 
5. Provide any Task reminder for the notification to assign to users. 
6. Click on Add Task button to create Task. 

Now, the Task will be created and attached to the Case. This will show under the Task container. 

The task now can be accessed from the dossier view and can be viewed from the action menu View Task option. 
It can be detached from the case using the Detach Record option. 

Attach Task: 

1. Click on the Attach Task button. This will show the popup with all the unlinked Tasks belongs to you. 
2. You can choose any Task and click on the Attach button to attach the task successfully to the Case.

Case OWLdocs

All case documents and files can be uploaded to the system and associated with the case from this section. The container header indicates the number of documents attached.

Steps to upload new documents to Case: 

Document can be uploaded in 2 ways; from the header, or from the OWLdocs section.

From the Header:

1. Click on the Add To Case button.
2. Click on the Upload Doc button. This will open Upload File(s) window.

3. Click the Browse Files button. A file selection popup will appear. 
4. Choose one or multiple files (up to 10) from your system, then click Open. The selected files will appear in the OWLdocs container, awaiting additional information before uploading. 
5. Enter all required details as prompted by the system, then click Save. If no existing file has the same name, the selected files will be successfully uploaded to the system and attached to the case.

From OWLdocs section:

1. Click the Upload Doc button. A file selection popup will appear. 
2. Choose one or multiple files (up to 10) from your system, then click Open. The selected files will appear in the OWLdocs container, awaiting additional information before uploading. 
3. Enter all required details as prompted by the system, then click Save. If no existing file has the same name, the selected files will be successfully uploaded to the system and attached to the case.

Case Forms

This container displays all forms associated with the case. It provides functionality to attach or detach existing forms, as well as create new ones. Full details of each form can be viewed and updated directly within this container.

The count of the number of forms attached to the case can be seen on the container header.

Attach Form

1. Click the Attach Form button located on the right side of the container header. A pop-up will appear displaying all forms that are unlinked from other cases or subjects and belong to the same department as the case.
2. Select the desired Form.
3. If you wish to preserve the form’s compliance settings instead of applying the case’s compliance, check the “Retain the form compliance and status flag” option before attaching.
4. Click the Attach button. 

Once the form is successfully attached, a confirmation message will appear on the screen.

Add Form

1. Click the Add To Case button located on the header or directly Add Form from Forms section.
2. Click on Form. A pop-up window will appear for adding a new form.
   
3. Select the Form template from the available template list by clicking on the Select Template from Library.
4. Complete all required and optional fields as needed.
5. Click the Create Form button to proceed. The new form will be created and automatically linked to the case.

Once the form is successfully attached, a confirmation message will appear on the screen

AI Narratives

The Case Narrative Management feature enables investigators to generate, manage, review, and download AI-assisted Case Narratives directly from the Case Dossier. The system uses configurable Prompt Templates and Narrative Templates to create structured summaries of case information, helping investigators quickly understand case status, activities, key individuals, and recommended actions.

Users are notified via email when narrative generation begins and when the process is completed.

View All

At any given time, users can only view the most recently generated AI narrative. To see all narratives created for a selected case, click the “View All” button in the AI Narratives section of the Case Dossier. This option allows users to access all narrative generation requests as well as completed narratives associated with that Case.

Generate Case Narrative

Steps

1. Open the case dossier page.
2. Navigate to AI Narratives.
3. Click Generate Case Narrative. A dialog box is displayed. 
4. Choose a Prompt Template that defines the information to be included in the narrative. Available templates may include:

• Default
• Standard Executive Summary
• Investigation Progress Report
• Case Closure Summary
• Supervisor Briefing

5. Depending on the selected template, users can choose which data sources to include:

• Case Details
• Subjects
• Forms & Documents
• Collaboration
• Audit Trail

Mandatory fields within a template are automatically selected and cannot be deselected.

6. Choose a Narrative Template that defines the output format and writing style. Available templates may include:

• Default
• Formal Analytical Report
• Investigator Handover
• Court-Ready Summary
• Plain Language Briefing

7. Select which optional record types to include in the Narrative, if desired, such as:

• Tasks
• OWL Reports
• Tips
• Recent Activity

8. Click Generate.

Export Narrative

The Export functionality allows users to download generated Case Narratives for reporting, auditing, documentation, and Case review purposes. Exported Narratives contain the generated narrative content along with key Case information, Status, and Narrative details.

Case Reports

The investigation reports or any case related reports can be attached to the case from this container. 

Add Report to Case 

1.  Click on the Add Report button. This will open a Add report window.

2. Provide Report Name, Report Owner, Department and Status. 
3. Add compliances, if required. 
4. Add Report notes, if desired.
5. Click on the Create Report button. Now the report will be created and will be shown inside the report container. 

The report can be viewed in a separate Tab by clicking on the View Report Dossier option in the action menu. 

The report can be detached from the Case using the Detach record option. 

The complete report can be downloaded using the Download Report option.

Attach Report

To attach an existing Report to a Case, follow these steps: 

1.  Click on the Attach Report button. This action will initiate the process for linking an existing report to the selected case. A popup window will appear on the screen. This window will display all orphan reports from the same department, allowing you to browse through the available options.
2. From the list shown, select the Report you wish to attach to the Case. Ensure that you choose the most 
       relevant Report for the ongoing Case work. 
3. Click on the Attach button to confirm your selection. Once attached, the chosen report will be successfully linked to the Case and will be displayed within the Report container for easy access and reference. 

Case OWL Imports Records  

This section shows all the OWL vault processed files that are linked to the case. 

To see all the imported records from the file, simply click on the file name. This will open the file information in tabular view just below to the file name. 

The file can be opened in a separate tab from the action menu “View OWL Import Records” option. 

Case Tips

This container displays all Tips associated with the case. It provides functionality to attach or detach existing Tips, as well as create new ones. Full details of each Tips can be viewed and updated directly within this container.

The count of the number of Tips attached to the case can be seen on the container header.

Attach Tips

1. Click the Attach Tips button located on the right side of the container header. A pop-up will appear displaying all Tips that are unlinked to other cases or subjects and belong to the same department as the case. 

2. Select the desired Tips and click the Attach button. If you wish to preserve the Tip's compliance settings instead of applying the Case’s compliance, check the Retain the Tips Compliance and Status option before attaching. 

Once the Tips is successfully attached, a confirmation message will appear on the screen. 

Case Deconfliction

The Deconfliction section helps users identify overlapping investigations, related records, and potential conflicts across departments, improving collaboration and reducing duplicate investigative efforts. It displays all potential conflicts or matches identified through the automated deconfliction process. These matches are generated by comparing case records and associated data against existing records, searches, and activities across the organization. 

The container header displays the total number of deconfliction matches found for the case.

Viewing Deconfliction Results

Expand the Deconfliction section.

If matches are found, they will be displayed in a table containing details about each deconfliction result.

Deconfliction Fields

• Record – The source record that generated the deconfliction match. This may be a case, OWLDoc, report, form, tip, or other supported record type associated with the case.
• Ownership Role – Indicates the user's relationship to the matched record:
  • Owner – The record belongs to the current user.
  • Collaborator – The record belongs to another user with whom the current user has collaboration access.
• Conflict Direction – Indicates how the deconfliction match was identified:
  • Found By You – The current user's record matched an existing record.
  • Found Against You – Another user's record matched against the current user's record.
• Other Party – Displays the entity responsible for identifying the match. For Auto Deconfliction results, this value is displayed as System Auto Match.
• Other Department – Displays the department associated with the matched record. If records from multiple departments are involved, the value is displayed as Multiple Departments; otherwise, the specific department name is shown.
• Timestamp – The date and time when the deconfliction match was identified.

Case Level Connector Searches

The Case Level Connector section within the Case Dossier is a dedicated container that compiles detailed 
information about all searches performed under the Case. It displays retrieved data from various sources in a structured, tabular format, allowing users to easily review and analyze the information for investigation 
purposes. 

For example, the above screenshots show all the OWL products selected for the search. When an OWL product is selected to query (such as OWL Cases, OWL Tips, OWL Forms, OWL docs, and OWL vault), they are listed under the Datasource/Vendor of "OWL."

The count next to the label name of each data source defines the number of records or identities found matched to the search criteria (in the above example, "5123334444"). 

Each data sources can further expanded to show all the Identities. For example, expanding the OWL Cases 
data source shows the records found under it.

Case Monitoring

This shows all the recurring re-run query tasks for the defined searches, according to the specific date and time schedule(s) defined by the users working the Case.

• The Repeat column defines the frequency of the re-run schedule. 
• Start and End Dates define the scheduler life cycle. On the End Date, the scheduler will be expired and inactive. 
• The Status flag shows green when the Task is active. 
  Yellow means paused by the user manually, which can be done from the action menu. 
  Red flag means the Task is expired or deleted. 
• Every time the monitoring task is executed, the latest search details will get updated only if there are any differences found between the new and the previous search data. 

Case Collaboration

The Collaboration section displays all users, roles, departments, and external entities that have been granted access to collaborate on the case. It provides a centralized view of case-sharing and collaboration permissions.

The section includes:

• Collaborated Department Users – Users from the same department who have access to the case.
• Collaborated Department Roles – Department-level roles with access to the case.
• Collaborated Cross Departments – Other departments that have been granted access.
• Collaborated Cross Department Roles – Roles from other departments with case access.
• Collaborated Cross-Department Users – Individual users from other departments who have been added as collaborators.
• External Collaborated Users – External users or organizations authorized to collaborate on the case.

If no collaborators have been assigned in a category, the section displays "No Collaborators." This section provides a quick reference to all collaboration permissions associated with the case.

 

Case Query Logs

This container shows all the data query searches that are performed under this case.

Case Compliance

Case compliance settings are displayed at the top of the Case Dossier and indicate which compliance controls are currently applied to the case. Depending on the organization's configuration, these may include Retention Policies, 28 CFR Part 23, Legal Hold, Data Access Rights, Juvenile Records, Restricted Access, and other compliance-related settings.

Subjects Attached to Case

The Subjects attached to a Case are displayed within the Subjects container. This section presents a comprehensive view of each Subject's details, along with all records that are linked to that Subject. The Subjects container is designed to function similarly to the Case container, providing an organized and intuitive interface.

Each attached Subject's related records are displayed in separate containers, which are categorized based on their respective record types, just as is done in the Case container. This structured approach enables users to easily access and review all associated records for each Subject within a Case.

The number of Subjects attached will be shown on the container header, as shown on the screenshot below.

Add Subject 

1. Click on the Add Subject button. This will open the window to add subject.
   
2. Enter the Subject Name, Status, and all other mandatory fields. 
3. Provide compliance details, if required. 
4. Add a Subject Template from Library, if desired.
5. Click on the Create Subject button. Now, the subject will be created and automatically attached to the Case.

Expanding the Subject container in the navigation pane will show the subject details as shown in the screenshot below.

Each subject container includes a dedicated records container, which displays all records associated 
with that particular subject, mirroring the format used for Case records.

Attach Subject

1. Click on the Attach To Subject button. A pop-up will appear displaying all Subjects that are unlinked to other cases and belong to the same department as the case.

2. Select the desired Subjects and click the “Attach” button. If you wish to preserve the Subject 
   compliance settings instead of applying the case’s compliance, check the “Retain the Subjects
   compliance and status option before attaching. 

Once the Subject is successfully attached, a confirmation message will appear on the screen. 
 

Edit Case Status

If a case’s status needs to be edited, the View-Edit Case page makes this a simple action to perform. 

Steps to Edit Case Status:

1. Hover over Case Management.
2. Hover over Cases.
3. Click View-Edit.
4. Click the action menu under the Action column for the relevant case.
5. Click Edit Status. This will provide an edit option for the case status field only.
6. Select the new status from the list of those available
7. Click the green check mark to save your changes.

Add Subjects to Case

OWL streamlines the process of associating subjects with specific cases, enabling investigators to link individuals or groups to ongoing investigations seamlessly. Users can easily select one or more subjects from the database and assign them to a case, establishing clear connections between subjects and the corresponding investigative activities. The platform provides visual representations, such as link charts or relationship diagrams, to illustrate the connections between subjects, cases, and other entities involved in the investigation. All subjects linked to a case will be visible within the Case Dossier.

• This action is also available under Subjects and will redirect you to the Add Subject to Case page.

 Steps to Add Subjects to Case:

1. Hover over Case Management.
2. Hover over Cases.
3. Click Add Subject to Case. This will open the Add Subject to Case page.
4. A list of subjects will be displayed. From the list, you have the option to perform a subject search or simply scroll through the list. To search for a subject record, enter the subject name within the Subject Name field and click Search. The list will then reflect matching results.
5. Select the subject/s you would like to add to the case by clicking the checkbox next to those appropriate. Multiple subjects can be added to a case. This can be done individually or in bulk. 
6. If multiple subjects have been selected, click Add to Case in the top right corner of this list. 
7. If only adding one subject record to the case, click the action menu under the Action menu and click Add to Case.

Add Data Queries to Case