Cases

Use our Quick Guide to documents, records, and cases to keep track of how they are related.

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.

You can restrict access to a case. Read more about managing read and write access to a given case and its records in Access control.

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.

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Figure 1. The case window layout

The case window consists of eight elements:

  1. Case number and case title.

  2. The user identification, which shows your username and current unit.

  3. 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.

  4. Additional metadata shown by clicking image Show more fields. Here you can allocate responsibility, tag the case, and specify participants. This is the extended case view.

  5. Case folders. You can create any number of case subfolders for the purpose of organising the case records.

  6. The result list showing the records attached to the case. You can edit the result list’s column layout as needed.

  7. A preview of the record you have selected in the result list. The preview can be hidden.

  8. Case tabs. See below.

    • ”Case” 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.

    • ”Participants” lists the participants involved on the case. The tab offers the same functions as the corresponding 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 in your F2 installation.

    • "Help" lets you access F2’s help functions, which include short articles on using F2 and links to in-depth articles.

    • "F2" lets you access a number functions, such as document recovery.