Creating a case

To create an incident management case :

1. Click "New Case" in the left menu.
2. Fill out the case details:
   • Victim Organization
   • The code name you want to give your case (suggestion autogenerated)
   • The severity of the case (Low, Medium, High)
   • Check whether the case is a practice case (table top exercise) or a real incident case. [Note: this cannot be changed after creation]
   • Assign the roles:
     • Incident Commander (The central management role)
     • Business Lead (The business leadership representative)
     • Technical Lead (The technical leadership representative)
     • An optional Audit Lead (The auditor of the case), who can be added later on as needed. [Note: The auditing features are only available in the Pro version]
3. Click "Save".
4. After creation, you are presented with the choice to go into the new case directly or not.

Figure 1: Case creation menu option

Figure 2: Case creation dialog

Figure 3: Post-creation dialog