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Using the Case's History Panel

On the Case Editor, click the History icon.

The fields on the History panel provide a place to track modifications to the case or enter miscellaneous case information and notes. Historical information include user-entered comments and system-generated history on case activities. Information is initially filtered alphabetically by who or what performed the action.

For example, if the case was created by a rule, the text area of the panel states that the case was created by rule_name. The rule's URI is also provided. Following is a sample format:

Case created by rule named 'rule_name'
URI '/All Rules/rule_group/'rule_name'

To perform an action:

  1. On the History panel, lock the case.

  2. Click the More options widget to display the available options:

  3. Refer to the following table for available options:

    Options on the History Panel
    Option What You Can Do
    Reason for Closure

    Selects a reason for closing this case.

    1. In the Reason for Closure popup, select one:

      0- False Positive

      1-True Positive - Resolved

      2-Duplicate

      3-True Positive - Other

    2. Click OK to close the popup.
    3. Click Apply to save the case.

    Note: This option only tracks the reason for closure. To close the case, move the Stage to Closed.
    Choose a Stage

    Changes the case's stage. This is the same functionality as the Stage attribute in Entering Case Attributes.

    1. In the Choose a Stage popup, select one:

      Queued

      Initial

      Follow-Up

      Final

      Closed - If you have added a reason for closure, you can use this in conjunction with the previous option to close the stage.

    2. Click OK to close the popup.
    3. Click Apply to save the case.
    Attach a File Displays the Attach file to Case popup. See Attaching a File to a Case for similar steps.
    Add Comment

    Displays the Add Comment popup.

    1. Enter text up to 40,000 characters.
    2. Click Save.
    3. Enter text up to 40,000 characters. Click Save.
    Add User

    Displays the Assign User resource selector.

    1. Expand the User resource tree to select a specific user or user group.
    2. Click OK to enter display your selection, then click OK again to close the popup.
    3. Click Apply to save the case.

    See also Owner.

To filter historical data:

By default, the historical data lists users who performed actions on the case.

To filter actions by date, click Date in the filter field and select a specific date from the calendar, for example:

Click X to clear your selection.

Selecting Today displays actions that took place on the current date. This reduces the list of historical information to the date you selected.