Edit or delete cases

Cases can be edited or deleted by users with appropriate permissions.

Edit a case

Note Only users with the Create Cases permission can edit cases.

  1. On the Assignments page, click the ellipsis button  and select Edit to open the case. 
  2. The case is opened in the item editor.
  3. Click Case in the item settings panel .
  4. You can now add or edit questions and exhibits
    1.  Note Only users with the Review Cases permission can edit the case name. 
  5. Click Save in the lower-right corner of the page to save the case.

Delete a case

Note When you delete a case, you are not deleting the individual items and exhibits within the case. You are only deleting the case ID and the associated grouping of items and exhibits. 

Note Project managers can delete any case in the project. 

Note Users with the Create Cases permission can only delete the cases they created. 

Note Users with the Review Cases permission cannot delete cases. 

  1. Sign in through the Navigator portal
    1. Note If this is your first time working on the project, you'll be asked to review the user license agreements. 
    2. If you have access to multiple item banks and projects, you'll need to choose which item bank and project to launch. 
  2. On the Assignments page, click the ellipsis button  and select Delete
  3. Click Yes in the confirmation pop-up. 
  4. All items (including questions and exhibits) will become standalone items and the case grouping will be removed from the Cases page.