Module 4 / 5

Cases and records

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Introduction 

Cases and records work together to give you both the collaborative workspace and the structured data you need to manage incidents effectively. While cases provide the environment for investigation and response, records capture the detailed technical information that powers your decisions.

In this module, you'll learn how cases and records relate to each other, how to structure records for your workflows, and how to link them together to create a complete picture of your incidents.

Learning objectives 

By the end of this module, you'll be able to:

  • Explain the relationship between cases and records and how they work together.

  • Attach records to cases to provide additional context and data for investigations.

  • Create cases from existing records to turn historical data into actionable work.

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