The A Case Management dashboard contains all your cases and this is where you open an existing case. Once open, it is displayed in the A Case Overview workspace where you perform searches.
If you already have a case open, it is easy to quickly switch to another case by selecting it from the Working on A Case menu.
How to open cases
- Do one of the following:
- On the A Case Management dashboard, select a case to open on the Case List tab and click Open A Case.
- On the A Case Overview toolbar, click the arrow beside the Working on A Case menu.
In some cases
, you may see a red exclamation mark
beside a case
which indicates an error or warning for various reasons including: the case
is locked because another user is working on it, there was a problem with the case the last time legal hold was updated,
or the scope of the case
has changed. The red exclamation mark is also present in the list of cases
on the A Case
- The currently open case (if any) is closed and the selected case opened in the A Case Overview workspace—see Case Overview Workspace.