Case Detail Modal

Case Detail Modal#

Click any case row to open its full detail view. The modal is split into two columns:

Main column (left):

• Action bar (Analyst+): Status dropdown, Request Exception button, Create Jira Issue button, Edit button
• Exception request form (inline, shown when Request Exception is active)
• Description text
• Linked Findings list (each finding shown as title + severity badge + status badge)
• Comments section (threaded)
• Exceptions section (collapsible, shows exception history)
• Audit Trail (collapsible, shows all evidence events for this case)
• Export section (collapsible, buttons for PDF / JSON / CSV / HTML)

Right sidebar:

• Created By
• Created timestamp
• SLA status (deadline date or “Breached”)
• Findings count (clickable link, navigates to Findings tab filtered to this case)
• Assignee display name
• Jira issue key and current status (if linked)
• Reassign picker (Analyst+): Type 2+ characters to search Confluence users by display name

Assigning a Case#

To assign to yourself: You can set yourself as assignee when creating a new case (see Section 6.11), or open the case detail and use the Reassign picker to search for your own name.

To assign to a team member:

1. Open the case detail modal
2. In the right sidebar, locate the “Reassign” label and the search Select below it
3. Type at least 2 characters of the person’s display name
4. Select them from the dropdown that appears
5. The assignment is saved immediately (no Save button needed)
6. An case_assigned evidence event is written to the audit trail
7. A notification is sent to the newly assigned user via the Case Activity channel

Note: The assignee search queries Confluence users directly. The user must exist in your Confluence instance. If no results appear, try a different part of the name.

Adding Comments#

The Comments section appears in the main column of the Case Detail modal. All users with any role can view comments. Analysts and above can add comments.

1. Scroll to the Comments section in the case detail
2. Type your comment in the text area
3. Click Add Comment
4. The comment appears immediately in the thread with your name and timestamp

Comments are stored as immutable records and cannot be deleted or edited after posting. They are included in all evidence export formats (JSON, HTML). Each comment is a thread entry visible to all users who open the case.