Case Info Tab

The A CaseAn Audit Info tab is where you enter basic information about the new caseaudit you are creating. Once you have completed the fields on this tab, you must also select at least one location on the Locations & Custodians & People Of Interest tab to conduct your search. A location is where the data you want to search resides. You can also choose to complete the fields in the other tabs before saving your caseaudit. However, you can always edit your caseaudit at any time.

The A CaseAn Audit Info tab also gives you the option of having all your caseaudit data automatically loaded when you first open your new caseaudit. NetGovern Search will search for all documents that are covered by the scope of your caseaudit and display the first items. If your caseaudit is large, this may take a bit longer. You can also choose to display only documents when you actually perform your first search.

NOTE
All of the parameters on this tab are designed for convenience and efficiency when handling casesaudits, and can be adjusted at installation by your NetGovern administrator. Also, some options in the Status, A CaseAn Audit Class, A CaseAn Audit Type, and A CaseAn Audit Sub Type menus may have been added to, removed, or changed by your administrator.

Properties

Parameter	Description
Usage	Indicates the types of caseaudit you created: Legal / eDiscoveryCompliance, Forensic, or Supervision.
Name	The name of your new caseaudit.
Description	The description of your new caseaudit which will help you differentiate your caseaudit when viewing them in the A CaseAn Audit Management dashboard.
Status	Lets you set the status of the caseaudit. When editing a caseaudit, you can apply the Opened or Closed status.
A Case An Audit Class	Lets you choose the category for the new caseaudit. Default options include: Claim, Litigation, Non-Litigation, and Potential Claim. Additional options may be available.
Open Date	The date on which you opened the caseaudit.
A Case An Audit Type	Lets you select the caseaudit type, such as General Liability, Intellectual Property, or Employment.
A Case An Audit Sub Type	Lets you select a caseaudit sub type, such as Workplace.
Close Date	Lets you enter a close date if and/or when the caseaudit is closed.
Created By	The email address of the caseaudit manager creating the caseaudit. This is a read-only field that is automatically filled with the caseaudit manager's email.
Approved By	Lets you enter the name or email address of the person who originally approved the request for legal hold (ediscovery) or audit.
Requested By	Lets you enter the name or email address of the person who requested the legal holdaudit.
Closed By	Lets you enter the email address of the person who is closing the caseaudit. This may not be applicable during caseaudit creation but rather during caseaudit editing.
Internal A CaseAn Audit Number	Lets you enter an internal caseaudit identification number that can be referenced by IT, legal counsel, or anyone else in the organization.
A Case An Audit Number	This is a read-only number that is automatically generated and used for tagging; it is not linked to the internal caseaudit number.
Quarantine Root Location	The storage location in which quarantined audit data is stored.
Load all caseaudit data on launch	Automatically loads the caseaudit data when you first open a new caseaudit. If you do not select this option, you can select the data you need for your caseaudit after you open the caseaudit. NOTE: It may take a few moments for the caseaudit to load, depending on its size.