Manage Cases

Managing Cases allows users to effectively handle and update existing Cases to ensure smooth workflows and accurate record-keeping. Below are the actions users can perform to manage Cases:

• Close Multiple Cases
  • Click the Cases icon on the left navigation bar of the Home screen.
  • Select the cases you want to close and click "Close."

• Add Signals to an Existing Case
  • On the Signals page, when users select a signal and choose Add to Case, a side drawer appears. In the side drawer, click the icon next to an existing case to add the signal to it.

• Assign or Update the Handler
  • On the case listing page, click the desired case to view the case details page.
  • Users can assign a handler to the case if none is assigned or update the existing handler.

• Change the Status of a Case
  • Users can update the status (Open, In-Progress, On-Hold, Close) of an existing Case within the case details page. Learn more about the Bloo Case lifecycle.

• Change the Severity of a Case
  • Users can update the severity(Low, Medium, High, Critical) of an existing Case within the case details page.

• Add Notes to the Case
  • Users can view the details of actions performed on the case and add detailed notes to it.