Case Progress
Configure the Case Progress pipeline used to show where Cases are within your organization's workflow.
Case Progress represents where a Case currently sits within your organization's workflow.
Each organization can configure a sequence of Progress stages that reflects how work typically moves from intake through completion.
For example, a Case Progress pipeline might include:
Pending
Processing
Preservation
Collection
Analysis
Reporting
Case Completed
The configured stages appear across the Case as a visual pipeline, making it easy to see where the Case currently sits in the overall process.
Case Progress as a Workflow Pipeline
Case Progress is designed to represent your organization's operational workflow.
As work advances, users can update the Case to the appropriate Progress stage. The Case Progress bar provides a quick visual representation of that position.
Different organizations may configure very different pipelines depending on the type of work they perform.
A digital forensics lab may organize Progress around collection, examination, analysis, and reporting, while a corporate or legal team may use stages that reflect investigation, preservation, review, or other internal processes.
See Cases for more information about managing Case information and workflow.
Case Progress vs. Case Status
Case Progress and Case Status are separate concepts.
Case Progress answers:
Where is this Case within our workflow?
Case Status answers:
What is the overall state of this Case?
For example, a Case may have:
Status: Active
Progress: Analysis
The Case can remain Active while moving through multiple Progress stages.
See Case Statuses for information about configuring Case Status options.
Case Progress vs. Completion Metrics
Case Progress is also separate from the My Progress and Total Progress metrics shown on a Case.
The Case Progress pipeline is manually configured and identifies the current workflow stage.
My Progress and Total Progress are calculated from work recorded within the Case, including supported completion information from:
Tasks
Evidence Items
Quality Assurance Reviews
These metrics provide different information and should not be treated as the same measurement.
View Case Progress Items
The Case Progress settings page displays the stages currently configured for your organization.
Each Progress Item also shows the number of Cases currently associated with that stage.
The order shown in Settings determines the order in which the stages appear in the Case Progress pipeline.
Reorder Case Progress Items
Case Progress Items can be rearranged to match the order of your organization's workflow.
To change the order:
Locate the Progress Item you want to move.
Drag the item to the desired position in the list.
Repeat as needed until the stages reflect your workflow.
The order from top to bottom in Settings is reflected from left to right in the Case Progress bar.
This makes it possible to design a workflow that follows the natural sequence of work performed by your team.
Create a Case Progress Item
To add a new Progress stage:
Select Create Case Progress.
Enter the name of the new Progress Item.
Select Create Case Progress to save it.
New Progress Items are added to the configured workflow and can then be repositioned using drag and drop.
Choose Progress names that clearly describe meaningful stages of work.
Delete a Case Progress Item
Progress Items can be deleted when they are no longer needed.
If Cases are currently associated with the Progress Item being deleted, those Cases must be reassigned to another existing Progress stage before deletion can be completed.
Review the Cases associated with a Progress Item before deleting it. Existing Cases must be reassigned so their current workflow position remains represented.
Recommended Practices
Configure Case Progress around the major stages of work performed by your organization.
Keep the pipeline simple enough that users can quickly understand where a Case sits.
Use Progress stages for workflow position rather than creating additional Case Statuses for every step in the process.
Arrange Progress Items in the order work normally occurs.
Use names that are meaningful to the teams working Cases.
Review the pipeline periodically as your organization's processes change.
Avoid creating unnecessary stages that make the Progress bar difficult to interpret.
Related Documentation
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