Overview

The Case Statuses section enables you to create and manage custom status definitions for your cases. This feature helps you track the progression of cases through your incident response and investigation workflow, ensuring consistent case management across your organization.

Managing Case Statuses

Creating a New Status

Click the “Create” button to add a new case status:

Configure the basic status information:

  • Status name
  • Description
  • Color indicator
  • Icon selection
  • Category/Phase

Configuring Status Details

Provide comprehensive configuration for your case status:

Define detailed settings:

  • Status behavior
  • Workflow rules
  • Required fields
  • Team permissions

Status Management

View and manage your configured case statuses:

The status list displays:

  • Status name and icon
  • Description
  • Phase/Category
  • Creation date
  • Last modified
  • Actions

Default Status Types

Initial Phase

  • New
  • Opened
  • Assigned
  • Triaged

Investigation Phase

  • Under Investigation
  • Evidence Collection
  • Analysis in Progress
  • Pending Information

Action Phase

  • Containment
  • Eradication
  • Recovery
  • Remediation

Closure Phase

  • Resolved
  • Closed
  • Archived
  • Reopened

Status Configuration

Visual Elements

  • Status colors
  • Icon selection
  • Phase indicators
  • Priority badges

Workflow Rules

  • Status transitions
  • Required actions
  • Time limits
  • Dependencies

Field Requirements

  • Mandatory fields
  • Optional information
  • Documentation needs
  • Approval requirements

Best Practices

Status Design

  • Clear naming conventions
  • Logical progression
  • Consistent terminology
  • Intuitive organization

Process Integration

  • Align with procedures
  • Define clear transitions
  • Set completion criteria
  • Enable tracking

Team Collaboration

  • Role assignments
  • Handoff procedures
  • Communication rules
  • Responsibility matrix

Quality Control

  • Regular reviews
  • Status audits
  • Process validation
  • Effectiveness metrics

Using Case Statuses

In Case Management

  • Track investigation progress
  • Monitor response actions
  • Manage resources
  • Ensure compliance

In Workflow Automation

  • Status-based triggers
  • Automatic assignments
  • Notification rules
  • SLA tracking

In Reporting

  • Case metrics
  • Resolution times
  • Team performance
  • Trend analysis