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Investigation Label Management

Users with the Investigation Label Management permission can add, edit, delete, and export investigation labels from the Investigation Label Management page. To open the page, click the General Configuration > Investigation Label Management menu link.

The Investigation Label Management page lists the current investigation labels stored within the application. Under the list of current investigation labels, the number of labels displayed on the page is listed (for example, Showing 1 to 8 of 8 entries) and on the right side of that line are previous and forward arrows; click the arrows as needed to display additional investigation labels.

To search for an investigation label within the list, enter the first few characters of the label name or UID. The list narrows to display only the labels that meet the search criteria.

To export the list of current investigation labels as a CSV file, click the Export button.

The columns, options, and buttons on the Investigation Label Management page are as follows:

Column/Option/Button Description
New Click this button to create a new label. See Create a New Label.
Show/Hide Click this button to select/deselect the fields to be displayed on the Investigation Label Management page.
Show ___ entries Select from the drop-down list the number of entries to be displayed on the Investigation Label Management page.
Label UID The system-generated unique label ID.
Label Name The name of the investigation label.
Edit Click this button to edit an investigation label. See Edit a Label.
Delete Click this button to delete the label. See Delete a Label.

Create a New Label

To create a new label, click the General Configuration > Investigation Label Management menu link. On the Investigation Label Management page that opens, click the New button. The Add Label pop-up window opens. Enter the information and click Submit. Click Cancel to return to the page without saving any changes.

The available fields on the Add Label window are as follows:

Field Description
Label UID The system-generated unique label ID. This is a read-only field.
Label Name Enter the name of the label. This field is required.
NOTE: The label name must be unique; no duplicate label names are allowed.

Edit a Label

To edit a label, first click the General Configuration > Investigation Label Management menu link, then search for the label and/or locate it in the list. Click the Edit button for the label in the list. The Edit Label window opens with that label's details pre-populated in the fields. Make any necessary changes and click Submit when finished. To cancel without saving any changes, click Cancel.

The available fields on the Edit Label window are as follows:

Field Description
Label UID The system-generated unique label ID. This is a read-only field.
Label Name Enter the name of the label. This field is required.
NOTE: The label name must be unique; no duplicate label names are allowed.

Delete a Label

To delete a label, first click the General Configuration > Investigation Label Management menu link, then search for the label and/or locate it in the list. Click the Delete button for the label in the list. Select Yes or No to confirm.

Note that you cannot delete a label if it is already assigned to an investigation. To delete a label which is assigned to an investigation, first remove the label from the investigation, and then delete the label from the Investigation Label Management page (see Remove a Label from an Investigation).

Assign a Label to an Investigation

Users with the Edit Label permission can assign a label to an investigation.

To assign a label to an investigation, first click the Home > Investigations tab, then search for the case and/or locate it in the list. Click the Edit button corresponding to the case. The Case Reporting tab page opens. Enter the first few characters of the label name in the Investigation Labels field of the Investigation Information section. The system displays all the matching labels in the list. Select the appropriate label and click the Submit Changes button to save the changes. The label is then assigned to the investigation.

Create a New Label from an Investigation

Users with the Create New Label permission can create a new label from an investigation.

To create a new label from the investigation, first click the Home > Investigations tab, then search for the case and/or locate it in the list. Click the Edit button corresponding to the case. The Case Reporting tab page opens. Enter the label name in the Investigation Labels field of the Investigation Information section. The system searches for any existing label with that name and displays it in the list. If it does not find any label with the name, it displays the label name with the (NEW) option added at the end of the label name. Select the new label name from the list and click Submit Changes to save the changes. The label is created and assigned to the investigation. The newly created label is displayed in the label list on the Investigation Label Management page.

Remove a Label from an Investigation

To remove a label from an investigation, first click the Home > Investigations tab, then search for the case and/or locate it in the list. Click the Edit button corresponding to the case. The Case Reporting tab page opens. Click the X icon at the end of the label name in the Investigation Labels field and click Submit Changes. The label is removed from the investigation.