Editing Cases

Once you have created a new audit or opened an existing one, you can edit it at any time. This is useful for editing the audit information or applying the Closed status to audits. You are never locked in with the original categorizations. You can edit the locations and people of interest included in the audit, grant and revoke reviewer access, and add/remove tags.

Only the audit manager or auditors with manager rights can assign rights to other users, as well as revoke the rights of specific users on a particular date. They can also open, view, search, comment, and tag audits on which they have access rights.

IMPORTANT
You must click Save after editing audits or your changes will not be saved. If you are using the Auto-Save feature, be aware that it does not automatically save changes you make to audit parameters.

How to Edit Audit Information

  • Do one of the following:
    • From the Audit Management dashboard, select an audit to edit, and click Edit Audit.
    • In the Audit Overview workspace, click Edit Audit to edit the currently open case.
    • The Edit Audit dialog box is displayed.

  • On the Audit Info tab, edit any of the fields. These are the same fields as when you first created the audit.
  • Click Save.

How to Edit Locations and People of Interest

  • Select the Locations & People of Interest tab.
  • In the Locations pane (left), select or deselect the locations to display.
  • In the People of Interest pane (right), select the people of interest to display. By default, all people of interest in the selected (archive) location(s) are selected.
  • To select specific people of interest, deselect the Select all People of Interest option, then select the people of interest to display.
  • To view only the people of interest you selected, select the Display selected option.
  • To search for specific people of interest in the selected (archive) location, enter the name in the People of Interest filter search box and press Enter or click the Magnify icon.
  • Click Save.
  • NOTE
    Depending on the size of your organization and archive stores, it may take a few moments for search results to load when searching for specific people of interest.

How to Edit Legal Hold

On the Case List tab of the Case Management dashboard, click Edit Case, then click the Legal Hold tab.

For instructions on how to set or modify Legal Hold, see Applying Legal Hold.