> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vh3.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Cases

> Turn operational signals into owned work — My Cases, Create case, Assigned Team, and activity.

# Cases

Cases turn something the platform found — or something you noticed — into owned follow-through. Link the jobs and customers, assign a Team, comment with the people who need to act, and close it when the work is done.

**Path:** `/cases`

Concept model: [Teams and cases](/guides/users-and-teams). Day-to-day ownership groups: [Teams](/connect/teams).

## When to open a Case

* Repeat visits or SLA drift that need a named owner
* Customer complaints or account-risk reviews
* [Portal Jobs](/connect/portal-jobs) outcomes that need a named owner after review
* Account-review commitments that must not disappear into chat
* A cluster of jobs you found in [Search](/connect/search) that belong together

Your field management system still runs dispatch. Cases wrap the cross-job investigation and decision trail.

## Browse Cases

Cases opens on **My Cases** — work you own or participate in. Switch to **All Cases** for the company list.

1. Open **Cases** in the sidebar.
2. Choose **My Cases** or **All Cases**.
3. Narrow with **Active**, **Any status**, or **Closed** (default **Active**).
4. Open the filter panel for **Status** (Draft through Archived), **Type** (Incident, Investigation, Project Review, Case Study, Audit, Compliance), and **Priority** (Low–Critical).
5. Search, switch grid or table (table on desktop), and **Load more** as needed.
6. Open a Case at `/cases/:caseId`.

The list sorts by last Case activity.

<Note>
  **Any status** is the lifecycle chip for every status. **All Cases** is the company-wide membership tab.
</Note>

## Create a Case

Use **Create case** on this page.

1. **Details** — title, description, type, priority, and **Assigned Team** (your default Team is preselected). You are the owner. Linked jobs can wait.
2. **People** — optionally add participants with roles Contributor, Investigator, Reviewer, or Observer. Search company users.

You can still [create from Advanced search](/connect/search) when the evidence is already a job or contact selection.

## Work a Case

| Tab              | Use it for                                              |
| ---------------- | ------------------------------------------------------- |
| **Overview**     | Title, priority, status, Assigned Team, due date        |
| **Linked items** | Jobs, contacts, sites, and other evidence               |
| **Comments**     | Decisions, briefs, and next actions (people and Connie) |
| **Activity**     | Who changed what, including agent and automation actors |
| **Participants** | Individuals who need the Case beyond the Assigned Team  |

Typical actions:

* Rename the Case (owner)
* Set priority (Low–Critical) and transition status (optional note)
* Set or clear **Assigned Team** so the owning group is clear
* Add comments; agent comments show Connie on the timeline
* Add, change, or remove participants

## From Connie to Case

Ask Connie to investigate, then open or create the Case she briefed, assign the Team, and keep the lasting trail on the Case. See [Ask Connie](/connect/ask-connie).

## Related

* [Portal Jobs](/connect/portal-jobs)
* [Teams](/connect/teams)
* [Search](/connect/search)
* [Notifications](/connect/notifications)
* [Ask Connie](/connect/ask-connie)
* [Cases API](/api-reference/cases)