Create a case

Overview

Use a case to coordinate and document an incident, crisis, or exercise.

Requirements

• You must have permission to create cases in the current Tenant.

Procedure

1. Left menu : Select New Case
2. Enter basic information
   • Select the affected organization
   • Give the case a name or use the automatic one already generated
   • Enter the initial severity
   • If the case is a simulation, check "Tabletop exercise or training case?"
3. Assign the staff (Standard, Pro or Enterprise subscriptions Only)
   • Incident Commander
   • Business Lead
   • Technical Lead
   • (Optional) Legal Counsel
   • (Optional) Audit Lead
4. Click Save Case