How to filter on/search specific cases

1. To do this go to the Cases tab.
2. In the right top corner you select Filter.
3. This will open a section where you can use the Quick filters. You can also create your own customise filters by clicking on the Add filter button.
4. There are 3 default Quick filters buttons:
   • Unresolved hits – filters the Unresolved and Partially resolved cases.
   • In review cases – filters the In review cases.
   • Unassigned cases – filters the Unassigned cases.
5. Add filter – use this option and create custom-made filters tailored to your own needs. Click on this button and the side panel is opened. The filter types are divided into 4 categories:
   • All – filters that are applicable to Case, Client and Hit.
   • Case – focus on filters that are applicable on a case level only.
   • Client – focus on filters that are applicable on a client level only.
   • Hit – focus on filter that are applicable on the individual hit.
6. Breakdown of all the filter types:
   • Cases page:
     • Case
       • Type – select the entity type of the case.
       • Name - Search the name of the case.
       • Status - Choose the overall current state of the case.
       • Resolve status – select the resolvement level of the case.
       • Risk - Select the applicable risk level for the cases.
       • Assignee - users or groups the cases should be assigned to.
       • Last modified - You can choose a previous time duration, or select a date on the calendar.
       • ID - The case ID.
       • Nationalities – Select which nationalities to include based on the case details.
       • Country – You can choose which countries to include based on the case details.
     • Client
       • Name - Search the name of the client.
       • Status – Choose between active or archived cases.
     • Hit
       • Resolve status – Select the filter(s) of the cases that have or have not been resolved or cases that have updated hits.
       • Source – you can select 1 or more different sources.
       • Data found – you can choose to focus the hits according to the date they were found by picking one of the default options or your own time-frame via the date picker.
   • Clients page:
     • Client
       • Name- Search the name of the client.
       • Status– choose between active or archived clients.
       • My clients – choose the clients that are currently assigned to you.
       • Last Modified – you can select the time frame of which changes were made to the cases of the client.
7. View deleted cases, Reset filters and Export:
   
   • Recycle bin- Shows all cases that have been deleted.
   • Reset filters- Reset filters to default settings. By default, no selections are made, and all fields remain empty.
   • Export cases- Make a global case report of all the cases that comply with all the selected filters.