Module 4 / 6

Records and Cases

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Introduction 

Records and Cases work together to provide comprehensive context for work that requires human attention. While records capture structured data from your workflows, cases provide the collaborative workspace where your team investigates, decides, and acts. Together, they give your team both the data and the workspace to manage incidents and investigations.

Learning objectives 

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

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

  • Link records to cases to provide structured data context.

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

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