Case Configuration

This article contains details about the Case Configuration page of the Verba Web Interface.

To manage Cases, go to Compliance --> Cases in the Verba Web Interface. Click on any of the Cases in the list to edit an existing Case or click Add New Case to create a new one.

The screenshot below is an example of the Case configuration page. Below are the detailed descriptions of each configuration option available on the page.

Configuration Options

Line Item	Description

Line Item	Description
ID	The ID of the Case
Title	The name of the Case used to identify it across the web interface.
Description	Optional description of the Case.
Owner	The owner of the case is the user who created it.
Conversations Included	Summary statistics the conversations belonging to this case. The Count, List and Export buttons allow these actions to be carried out on the conversations belonging to the case.
Concern Labels	The list of labels belonging to the case. These labels define which conversations are part of the Case. All conversations tagged with any of the labels in this ist are part of the case. To add a label, type the name of the label in the Add Label field. To remove a label, click the Exclude from Case button next to the label in the list.
View Conversations	View Access to the conversations belonging to the case will be extended to the users or groups specified in this section. None: Access will not be extended by this case meaning the conversations can only be accessed by users who have been granted access by other means. Select Users: Extends access to the users or groups specified. Everyone: Every user in the system will be granted access to the conversations.
Playback Conversations	Play Access to the conversations belonging to the case will be extended to the users or groups specified in this section.
Add / Remove Conversations	Specify which users are able to include / exclude additional conversations in the case by adding / removing labels belonging to the case to / from conversations.
Legal Hold	Enable legal hold for the labels belonging to the case. For more information on Legal Hold, please refer to the corresponding article: Legal Hold.
Authorization Requests	List of conversation access requests for this Case. For more information on authorization requests, please refer to the corresponding article: Authorization Requests.