Case Info Tab

The A Case Info tab is where you enter basic information about the new case you are creating. Once you have completed the fields on this tab, you must also select at least one location on the Locations & Custodians 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 case. However, you can always edit your case at any time.

The A Case Info tab also gives you the option of having all your case data automatically loaded when you first open your new case. NetGovern Search will search for all documents that are covered by the scope of your case and display the first items. If your case 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 cases, and can be adjusted at installation by your NetGovern administrator. Also, some options in the Status, A Case Class, A Case Type, and A Case Sub Type menus may have been added to, removed, or changed by your administrator.

Properties

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