1. You can update:

   1. Case ID

      NOTE:

      This field is only editable if the Allow users to specify ID setting is enabled.

      NOTE:

      Changing the Case ID causes a full rebuild of policy for the case and its matters. This could give rise to a significant amount of additional processing, and policy sends, depending on the number of matters under the case.

   2. Case Name

   3. Notes pertaining to the case.

      NOTE:

      If the Work URL Templates setting is configured under Settings>General, the  icon appears in the Notes field.

      1. Select . The Add Work Link dialog box appears.
      2. Select one of the options provided:
         1. Paste Work Link: Add an iManage Work document/folder URL that is different from the one configured on the Settings page. You can test the link by selecting Test Work Link.
         2. Select Document by ID and Version or Select Document ID: You can add the document ID (and version). For this option, the URL configured on the Settings page is considered.
         3. Select Folder ID: Add the folder ID. For this option, the URL configured on the Settings page is considered.
      3. Enter the relevant details based on your selection.
      4. Enter brief and relevant text that provides a context to the content in the link in the Link Text field and then select Add Link.
2. Select Save to apply any changes.

You can update the list of administrators for the case. You can (depending on role assigned) add users as well as user groups as the administrators. Your role defines which types of administrator you can add.

1. To add an administrator:
   

   1. Click Add in the Case Administrators pane. The Add Administrators dialog box appears. 

      NOTE:

      You have the option to filter the displayed user list based on user, type, job title, and/or practice area.

   2. Click on the row of a user or select the check box next to a user. You can select more than one user at a time. Then, click OK to choose the user(s) to be the administrator(s) for the case. This is NOT a mandatory field. A case administrator can update case level details as well as delete the case. 

      NOTE:

      You may choose to not assign any user as an administrator for the case. Click on the row of the administrator or select the check box next to the administrator. Then, click Remove Selected. Alternatively, you can click x on the row of the case administrator to remove them from the role. If you do not add any case-specific administrators for the case, then any user with Client and Matter Administrator or Client and Matter Manager role can administer the case.
2. To modify the type of an existing administrator (if your role permits):
   
   1. Select  on the right of the row of the administrator that you wish to modify.
   2. Select Set Type.
   3. Choose from Administrator, Conflicts Administrator or Staffing Administrator, and then select Save.

You may choose to review the security policy set for the case at periodic intervals. Click Frequency of Review drop-down list under Scheduled Review pane. 

1. You can click any of the pre-defined periods or click Custom to enter a custom period, as applicable. The default review frequency is 'Never'.

2. Click Save. The Due Date for the review is displayed. 

   NOTE:

   The case administrator can review the security policy set for the case, make necessary changes, if required, and then click Complete Review.

   If notifications have been enabled, the applicable case administrator receives a notification after the scheduled due date is past. (If no such administrators are specified, scheduled review notifications for the case are sent to the applicable global administrators.) The system sends out notifications daily, by default, till the review is complete. (The frequency of some review notifications can be adjusted if required. Refer to the iManage Security Policy Manager Installation Guide.)