How do I manage evidence for a case?

Last reviewed · Part of Disciplinary cases

Evidence is managed through the sidebar Evidence tab (stages 2-4) or the Investigation mode evidence section.

Attaching Evidence

  1. Switch to the Evidence tab in the sidebar (or use Investigation mode)
  2. Click Attach Evidence
  3. Select a Category (from picklist)
  4. Enter a Description
  5. Optionally check Visible to employee
  6. Click Save

Contextual Evidence

When clicking the attachment icon on a hearing or action card, evidence is automatically linked to that specific hearing or action.

Visibility Toggle

Click the eye icon on any evidence item to toggle whether it's visible to the employee (for self-service portal).


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