To view, create, and modify cases on a VMS server that is connected to an Enterprise, be sure to enter the Enterprise server IP address in the Appliance field when logging in to OpCenter. If you log in to one of the individual VMS servers instead, the OpCenter Cases tab is not visible.

Cases Panel Layout

1. Click the Cases tab to go to the Cases panel.
   The main view of the Cases panel displays the list of cases on the system.

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2. If there are a large number of cases, use the following methods to filter the list:
   • Use the Filter by User drop-down menu at the top of the Cases panel to filter the cases by the case creator or assignee. By default, this menu is set to My Cases. To view all cases, change the Filter by User menu to All.
   • To sort the list of cases by their properties, click the column headers. For example, click the Name column header to sort alphabetically by case name (A-Z). To sort in reverse order (Z-A), click the column header a second time.
     To view the details of a case, select the case and click View Case.

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     To create a new case, click Add New Case.
2. When creating, viewing, or modifying a case, OpCenter displays the case editing screen of the Cases panel.
   This interface allows you to view or edit the case details, or view the evidence linked to the case.

Working with Cases

This section describes how to view and edit existing cases, create new cases, and delete cases.

Viewing an Existing Case

1. Click the Cases tab to go to the Cases panel.
2. Select the case of interest from the list of cases.
3. Click View Case.

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2. From the case editing screen, click the tabs to view the Case Summary and any Notes, Documents, Events, or People added to the case.
3. To return to the case list, click Return to Cases.
   

Opening a New Case

There are two ways to open a new case:
From the Cases Panel

1. Click the Cases tab to go to the Cases panel.
2. Click Add New Case.
   

2. Fill out the fields under the Case Summary tab:
   • Case ID: A case ID is auto-generated for you based on the present date. However, you can edit this field, if desired.
   • Case Name: Type a name for the case.
   • Case Description: If desired, type a summary description for the case.
   • Assignee: By default, the assignee is set to the current user account. To assign the case to another user, click the link and select the user name from the drop-down list.
   • Private Case: A case marked as a Private Case is only be visible to the creator and the assignee.
   • Status: When creating a new case, the case status is set to Open.
     

2. When you finish editing the details of the new case:
   • To create the new case, click Save.
   • To clear the form without saving your changes, click Undo Changes.

From an Event or Person Card

1. Select the event or person card of interest in the Monitor, Search, or People panels.

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2. In the event editor or person editor, click the Cases tab.

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2. Click Add Event to New Case (or Add Person to New Case).
3. Fill out the details of the new case:
   • Case ID: A case ID is auto-generated for you based on the present date. However,
     you can edit this field, if desired.
   • Case Name: Type a name for the case.
   • Case Description: If desired, type a summary description for the case.
   • Assignee: By default, the assignee is set to the current user account. To assign the case to another user, click the link and select the user name from the drop-down list.
   • Private Case: A case marked as a Private Case is only visible to the creator and the assignee.
   • Status: When creating a new case, the case status is set to Open.
4. Click Save to save the new case. The event or person card is added to the case as the first piece of evidence.

Editing a Case

1. Click the Cases tab to go to the Cases panel.
2. Select the case of interest from the list of cases.
3. Click View Case.
4. Edit the fields under the Case Summary tab as desired (See Referring a new Case for a description of each setting).
5. When you are finished editing the case:
   • To save your changes, click Save.
   • To clear the form without saving your changes, click Undo Changes.

Deleting a Case

1. Click the Cases tab to go to the Cases panel.
2. Select the case to be deleted from the list of cases.
3. Click Delete Case.
4. In the Confirm Delete dialog box, click Yes to permanently delete the case.

Building a Case

The section describes how to add and remove events to/from a case and add people.

Adding Events to a Case

You can add events to a case from the Monitor panel or from the Search panel search results screen by performing the following steps:

Adding a Single Event Card

1. Select the event card(s) of interest.
2. In the event editor, click the Cases tab.
3. Select an existing case from the list and click Add Event to Case.

Adding Multiple Events at Once

1. Hold the CTRL key and click event cards to select multiple events.
2. Right-click one of the selected events and select Add Events to Case from the menu.

2. To return to the main view of the Cases panel, click Return to Cases.

Adding Supporting Documents and Notes to a Case

This section describes how to add documents and notes to cases.

Adding a Document to a Case

1. Click the Cases tab to go to the Cases panel.
2. Select the case of interest from the list of cases.
3. Click View Case.
4. Click the Documents tab.
5. Click Upload.

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2. In the Choose Document File window, select the file to upload to the case.
3. Click OK.

The file appears in the Documents tab of the case editor.

Working with Documents

You can open and edit the documents you upload.

Opening a Document

Perform the following steps to download and view a file uploaded to a case.

1. In the Documents pane, select the file to open.
2. Click View.
3. The file opens in the application on your computer associated
   with the file type.

2. Select a label for your note from the Label drop-down menu.
   

2. Type the text of the note in the text box.
3. Click Save.
   The note is added to the Notes pane of the case editor.

Exporting a Case

Exporting a case converts the case summary, evidence, and supporting documents to a file that people can view in a web browser (Mozilla Firefox, Internet Explorer, Chrome, or Safari). This allows you to easily share the details of the investigation with law enforcement, management, or other interested parties.

Perform the following steps to export a case from 3VR OpCenter.

1. Click the Cases tab to go to the Cases panel.
2. Select the case to export.
3. Click Export Case.

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2. Click the drop-down arrow next to Location to select the directory or drive where you wish to save the exported case.
3. To create a new folder for the exported case, check Create new sub folder and enter a folder name.
4. If desired, select Include audio if available to include audio with the exported video clips.
5. Check Include event details in images to embed details about the source event in images exported with the case.
6. Click the Export button.
7. When the export is complete, click the Close button.