Updates
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Creating an AI-Assisted Summary of Updates
AI is completely optional. You can create, edit, organize, attach files to, and review case updates without using AI. Use your own API key To use...
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Editing and Deleting Updates
Use editing to correct or complete an update. Use deletion only when the entire entry should be removed. Edit an update Open the case Updates list and...
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Controlling Who Can See an Update
An update’s Visibility Access Group helps determine who can read it. Case access and role permissions also apply. Choose the correct audience Review...
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Using Update Presets
Update presets help you start with a consistent title and narrative format. A preset can include case information so routine updates are easier to...
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Recording a Chronological Activity Timeline
An activity timeline records timestamped observations inside a single update. Use it for surveillance logs, detailed field notes, and other work where...
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Viewing Updates in Chronological Order
Use the case Updates list to follow the sequence of entries, find a particular update, or export a filtered list. Choose the order Open the case and...
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Attaching Files and Supporting Materials to Updates
Link supporting case attachments to an update so readers can find the evidence or documents that support the narrative. What can be attached? The...
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Adding an Update to a Case
Add an update to document case work and keep related information together. Create an update Open the case and select Updates. Select Add Update....
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What Are Case Updates?
Updates are entries that document progress, observations, communications, and work performed on a CaseWyze case. They give authorized team members a...
