Manage Case

Documentation Index

Fetch the complete documentation index at: https://sigma-docs.pastel.africa/llms.txt

Use this file to discover all available pages before exploring further.

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Opening a Case

From the Case Management screen, click any case to open the detail view. The case detail screen shows:

• The case title, description, module, and linked record
• Current status and priority
• Assigned analyst and due date
• Task checklist
• Comment thread with attachments
• Full activity log

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Updating Case Status

Move a case through its lifecycle by updating the status from the case detail screen:

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Reassigning a Case

To transfer ownership to another team member, use the Reassign option on the case detail screen. The new assignee receives an email notification. Both the original and new assignee are recorded in the activity log.

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Working Tasks

Cases can include a checklist of tasks set at creation or added later. From the case detail screen:

• Check off tasks as they are completed
• Each task completion is recorded in the activity log with the user who completed it and the timestamp

Tasks give managers a clear view of how much of the investigation has been done, even before the case is resolved.

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Comments and Collaboration

The comment thread on each case is the primary place for analysts to document their findings, ask questions, and record decisions. When adding a comment you can:

• Write free text to document findings, reasoning, or open questions
• Tag teammates using @username to bring them into the investigation — tagged users receive a notification
• Attach files such as screenshots, reports, or supporting documentation

All comments are stored in order and cannot be deleted, maintaining the integrity of the investigation record.

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Escalating a Case

If a case requires a decision above the assigned analyst’s authority, escalate it to a senior team member:

1. Open the case detail screen
2. Select Escalate
3. Choose the team member to escalate to

Sigma sends a notification to the escalation contact. The case is flagged as escalated in the case list. Escalation does not change the case status — the investigation continues in parallel. To remove an escalation, clear the escalation contact from the case edit screen.

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Editing a Case

You can update the following fields after a case is created:

• Title and description
• Priority
• Due date
• Task list (add or remove tasks)
• Attachments
• Escalation contact

To edit, open the case detail screen and select Edit Case.

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Running an AI Investigation

For complex cases, Sigma can run an AI investigation to surface relevant context automatically. From the case detail screen, select Run AI Investigation. Sigma processes the case details and linked record in the background and returns a structured analysis with flagged patterns and relevant context.

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Filtering and Sorting Cases

From the Case Management list view, you can filter and sort cases to manage your team’s workload:

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Analytics

The Case Management dashboard includes a summary of your team’s case activity: Use these metrics to track SLA performance and identify bottlenecks in your investigation workflow.

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Activity Log

Every case maintains an automatic log of all actions taken on it:

• Status changes
• Reassignments
• Escalations
• Task completions
• Comments added
• Attachments uploaded
• AI investigation runs

Each log entry includes the action, the user who performed it, and the timestamp. The log is append-only and cannot be modified, providing a tamper-evident audit trail for regulatory purposes.