Copy interactions to a case

You can copy interactions to an existing case or to a new case that is accessible only by you. If you copy one or more interactions into a case under Legal Hold, the interactions cannot be deleted from the system whether performed manually or through automated means.

In addition to manually adding interactions to a case, you can use the Project Rules Manager and Recorder Analytics Rules to populate cases. See the related information section to learn more.

Before you begin

This task does not apply to adding interactions to a recycle bin.
Do one of the following:
- Search for interactions with parameters that return results.
- Access a case that contains at least one interaction.

Procedure

Select one or more interactions in the list of interactions.
From the toolbar above the list, click copy interaction to case .

To use an existing case:
1. Select Existing Case.
2. From Name, select the destination case for your selection.
To create a new case:
1. Select New case.
2. Provide a Name and a Description. The name must be unique and is required.
  
  Cases you create in Risk Management always have a Private access level, which means only you can use the case. To grant access to more employees, use Assignment Manager or contact your administrator.
3. If you have permission to place cases under legal hold:
  - To create a legal hold case, select Legal hold. While in a legal holdcase, interactions cannot be deleted from the system.
  - To create a case without legal hold, clear Legal hold.
4. If you do not have permission to place cases under legal hold or if you are creating a case without legal hold, define the Retention period for the case. After the specified number of days, the interactions in the case are deleted automatically.
  - Default value: 180 days
  - Maximum value: 3,650 days (10 years)

Click Copy.