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To utilise the Evidence module for the daily automated search feature, you should begin by creating a case. Simply click on the "NEW CASE" button to get started.
Complete the essential fields within the case creation form. The initial four fields pertain to user-driven case management and are not supported by the automated search. Here's an explanation of each of these fields:
Summary*: This is a brief title of the case, allowing you to easily identify and categorize it. It's a user-defined label for your reference and the only mandatory field.
Case Number*: A unique identifier for the case, typically the same number is used as on other platforms, for tracking purposes.
Description: This field provides an opportunity for you to enter additional context, details, or notes about the case. It helps in providing a more comprehensive understanding of the case.
Status: The status indicates whether the case is currently open (active) or closed (resolved). You can choose between "open" and "closed" to reflect the current state of the case.
The following fields are pertinent to the automated search:
VIN (Vehicle Identification Number): This field allows the system to search for results related to a specific vehicle using its unique VIN.
License Plate: Inputting the license plate information aids the automated search in locating relevant results associated with a particular vehicle.
Serial Number: Similar to the VIN, the serial number helps identify and retrieve relevant results for products or items based on their unique serial numbers.
Full Name: By providing a full name, the automated search can identify results related to individuals.
Phone Number: Including a phone number assists in locating results connected to this specific contact information.
Email Address: The email address field empowers the system to search for and link results that contain this specific email address.
As you complete these fields, hover your mouse over the question marks to view helpful hints on how to best fill in the information. It's advisable to provide as much relevant data as possible to enhance the effectiveness of the automated search.
*Summary and Case number are the only non editable fields.
Once you have filled out the necessary fields, click on the "Create" button to save the case.
Remember to provide accurate and detailed information to ensure effectiveness and organisation for future reference.