Associating cases with a file in Clearance - Clearance

Genetec Clearance™ User Guide
Product
Clearance
Content type
Guides > User guides
Language
English
Last updated
2024-09-26

To track which files are involved in a case or incident, you can manually associate one or more cases with a file in the File page.

What you should know

  • To associate one or more cases with a file, you must have the Edit permission level for that file.
  • To download a file, you must have the View and download permission level for that file.
NOTE: Only files that are manually associated with a case can be removed from the Associated cases section. Files that are automatically associated with a case based on incident time range cannot be removed from the Associated cases section.

Procedure

  1. Open an existing file.
  2. In the General section of the File edit page, next to Associated cases click Add.
  3. In the search box, type a case name, and press Enter or click the search button ().
  4. Select the check box for the case that you require and click Add.
    A list of cases that can be associated with the file.
  5. (Optional) Click Remove to remove any cases that are no longer required.
  6. Click Save.
    List of cases associated with the file.
    NOTE: Any automatically associated cases are also displayed in the Associated cases section.

Results

The file is now associated with the case or cases. Users assigned to the case can view, edit, or download the file.
NOTE: There is a default maximum of 50 manual case associations and 50 automatic case associations.