Add a case or a recycle bin

Use Risk Management to create private cases, accessible only by you. Users with the privilege to access Assignment Manager can make a case public by assigning it to other users.

You can also create private cases when copying interactions from search results or between cases. However, these alternate methods of case creation do not apply to recycle bins.

Before you begin

After creating cases, the only properties you can change are:

The Legal Hold status of a case
The Days until deletion for a recycle bin

Procedure

Go to Risk Management. Under Analyze, select Cases.
From the left pane, expand the Cases drop-down list and then click Create.
From the Create a new case dialog box, select one of the following case types:
- Case: Select this option to create any type of case except for a recycle bin.
- Recycle Bin: Select this option to create a recycle bin.
If you are creating a case, complete the following properties:
- Name: Provide a unique name for your case. A name of up to 255 alphanumeric characters is required.
- Description: Enter any text that describes the function of the case. For example, "Retain pending regulatory decision". A description of up to 255 alphanumeric characters is optional.
- Legal hold: Select to create a legal hold case. Interactions added to a legal hold case cannot be deleted from the system.
- If you have permission to place cases under legal hold:
  - To create a legal holdcase, select Legal hold.
  - To create a case without legal hold, clear Legal hold.
- 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, an interaction is removed from the case automatically.
  - Default: 30 days
  - Minimum: 1 day
  - Maximum: 3,650 days (10 years)
If you are creating a recycle bin, complete the following properties:
- Name: Provide a unique name for your recycle bin. A name of up to 255 alphanumeric characters is required.
- Description: Enter any text that describes the function of the recycle bin. For example, "Delete per GDPR request". A description of up to 255 alphanumeric characters is optional.
- Days until deletion: Define how many days interactions remain in the recycle bin. After the specified number of days from the creation of the recycle bin, the system deletes all interactions that the recycle bin contains.
  - Default value: 30 days
  - Maximum value: 3,650 days (10 years)
To complete the creation of the case or recycle bin, click OK.

After case creation, Risk Management does not automatically select the new case. Your existing case remains selected.