Key takeaways

Let's review 

You've now explored:

  • How records and cases complement each other, with records providing structured data storage and cases providing collaborative workspaces for investigation and response.

  • Three methods for linking records to cases: automatically via stories, manually linking existing records to existing cases, and creating new cases from existing records.

  • How to track record-case relationships to understand how data flows through your team's workflows and investigations.

Records and cases together create a complete system for incident management, giving your team both the data they need and the workspace to act on it effectively.

Next up 

The Records and Dashboards module, where you'll learn how to create charts and visualizations from records data, build dashboards that display multiple data views, and share insights with stakeholders.

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