Bulk case edit actions

To edit multiple cases at once there is the option to mass edit cases in the Cases tab. You can, for example, assign multiple cases to another user instead of assigning them one by one. You can also delete your cases or update the status for multiple cases at once.

1. To do this go to the Cases tab.
2. In the right top corner, select Filter, if you want to filter on specific cases to bulk edit.
3. In the right top corner, select Edit. This creates empty check boxes before each case name in the table.
4. Select the cases you want to edit by pressing the empty checkbox before the case and a checkmark will appear in that checkbox. Another possibility is to use the select all option in the bar which appeared at the bottom of the screen.
5. Select in the bottom what you would like to edit:
   • Bulk edit
     • Assignee - Select one or more users from your organisation and assign the selected cases to them.
     • Status - Change the status of the selected cases to In review, Monitored, Archived, or On hold. You can select only one status at a time. Cases that already have the selected status will remain unchanged.
     • Screening categories - Select the sources against which the cases will be screened: Sanctions, Enforcements, PEPs, and Media. This option is available only when the selected cases are set to In review or Monitored.
     • Monitoring frequencies - Change the monitoring frequency for each screening source. This option is available only for cases with the Monitored status.
     • Clients - Select one or more clients from the dropdown to link them to the selected cases.
   • Generate reports will generate case reports for the cases you have selected.
   • Delete will open a dialog confirming you would like to delete all selected cases.