Cases

In F2 cases are used to compile records concerning a single subject, area, or situation. Cases help you create an overview and find your own work and the work of others. You can attach a record to a case either when creating a record or during your work on the record. A case is always created based on a record.

Here you can read about cases in F2. You can learn how to create a case, how to use the case window ribbon, and how to work with the case metadata.

The case window layout

You can access the case window in several ways. For example, you can double-click a case in the result list or select Open case in the context menu of a record.

Figure 1. The case window layout

The case window consists of eight elements:

Case number and case title.
The user identificaton, which shows your username and current unit.
The case metadata such as case title, the user or unit responsible for the case, and case status. This is called the simple case view.
Additional metadata shown by clicking Show more fields. Here you can allocate responsibility, tag the case, and specify participants. This is the extended case view.
Case folders. You can create any number of case subfolders for the purpose of organising the case records.
The resultat list showing the records attached to the case. You can edit the result list’s column layout as needed.
A preview of the record you have selected in the result list. The preview can be hidden.
Case tabs. See below.

The case window may have the following tabs:

Tab	Description
”Case”	This is the primary case tab with menu items for communication, administration, and control. The tab corresponds to the "Main window" tab of the main window ribbon. Read more about menu items of the case window ribbon.
”Participants”	This tab lists the participants involved on the case. The tab offers the same functions as the corresponding tab in the record window. Read more about menu items of the ”Participants” tab in the record window.
"FOI Request"/"F2 Manager"/"Case guide"	Each of these add-ons will have their own tab, if they are available on your F2 installation. Read more about FOI Request, Advanced and F2 Manager. Contact cBrain for further information about case guides.
"Help"	This tab lets you access F2’s help functions, which include short articles on using F2 and links to in-depth articles. Read more about the "Help" tab.
”F2”	This tab lets you access a number functions, such as document recovery. Read more about the "F2" tab.

Tab

Description

”Case”

This is the primary case tab with menu items for communication, administration, and control. The tab corresponds to the "Main window" tab of the main window ribbon. Read more about menu items of the case window ribbon.

”Participants”

This tab lists the participants involved on the case. The tab offers the same functions as the corresponding tab in the record window. Read more about menu items of the ”Participants” tab in the record window.

"FOI Request"/"F2 Manager"/"Case guide"

Each of these add-ons will have their own tab, if they are available on your F2 installation. Read more about FOI Request, Advanced and F2 Manager. Contact cBrain for further information about case guides.

"Help"

This tab lets you access F2’s help functions, which include short articles on using F2 and links to in-depth articles. Read more about the "Help" tab.

”F2”

This tab lets you access a number functions, such as document recovery. Read more about the "F2" tab.