About fields on the case detail page

The case title.

A classification of the cases and a mandatory field. A case group can have sub-groups, further categorizing the case within the main case group. The content of this field is defined by your organization.

See Also

Case groups and child case groups

An optional classification of a case. The content of this field is defined by your organization.

See Also

Case groups and child case groups

The name of the user who created the case is entered here by default. You can assign a different case handler.

The organizational unit that is responsible for the case. The organizational unit of the current user is automatically inserted by default. You can change the unit by selecting a different unit from the list.

The content of this field is defined by your organization.

The available case states are defined by your organization.

A description of the case or comments on the progress of the case handling.

The creation date of the case is entered automatically. This field cannot be edited.

The date on which the case is expected to be closed.

You can define a planned closing dare for the case which lies before the date case is created inWorkZone.

If the planned closing date is before the date the case is created, the field value will be displayed in a red font color.

The date on which the case is closed.

The name of the user who created the case is entered automatically.

Enter the case number of the previous relevant case.

You can enter keywords from the dictionary of your organization on cases, documents, and contacts.

Define who can see the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

Define who can edit the case.

The text of the access code is displayed by default, but a system administrator can edit your configuration and change the field parameter to display the actual access code instead.

The organizational unit responsible for case execution.

Classification code to be inherited by case documents. Classification orders and prioritizes data based on its sensitivity. Default classification code is inherited from the case group or from the global value that are set by administrator. You can override this code by selecting the desired classification from the list.

Documents created in WorkZone Client 2017 SP1 and earlier versions have no classification.

Indicates which retention policy is assigned to the case. Retention policy defines the following rules:

• time during which the case should be retained in the database;
• access code which is required for permanent case deletion.

Indicates until what date the case should be retained in the database after the case has been closed.

The Retention date is calculated based on the retention policy assigned to the case by adding the value in the Relative retention period of the assigned retention policy to the date the case was closed.

The Relative retention period is a field on the applied retention policy and is found in WorkZone Configurator > Retention > Retention policy.