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Create Case

Initialize a new incident response case to begin tracking evidence, findings, and investigative tasks.

Initialization Flow

  1. Access Case Management: Click Cases in the sidebar to open the case repository.

Navigate to Cases

  1. Trigger Creation: Select New Case to open the initialization form.

  2. Define Metadata: Input the core parameters for the investigation. The form fields are:

FieldRequiredDescription
NameYesUnique, descriptive identifier for the case (e.g., INC-XXXXXX).
Case SeverityYesSeverity level (e.g., Critical, High). Select based on impact.
SourceYesWho or what discovered the incident (e.g., team, system, report).
StatusYesCurrent state of the case (e.g., NEW, IN_PROGRESS, CLOSED).
Case ClassificationYesCategory of the case (e.g., Malware Infections). Based on impact or findings.
Close DateNoWhen the case was closed. Leave empty for active cases.
DescriptionNoHigh-level context, scope, or notes for the investigation.

Configure Case Metadata

  1. Commit Changes: Click Create. The system creates the record and redirects you to the case list.

Successfully Created Case


Post-Creation Actions

Once the case is initialized, proceed to populate the investigation data:

  • Ingest Evidence: Upload artifacts and execute parsers via Process Triage Package.
  • Define Requirements: Establish investigative leads and tasks from the Case Details view.
  • Finalize Findings: Document conclusions and Generate Reports.

TIP

Use a consistent naming convention for Case Names (e.g., INC-YYYYMMDD) to ensure efficient filtering in global searches.