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Case ManagerCase Manager Documentation

Case Manager Queues

Effectively manage a shared workload and organize your team with queues.

A queue is a designated group responsible for investigating an incident. Every incident is assigned a queue. If you're in a queue assigned to an incident, you're responsible for working on the incident. Track the incidents your queue is assigned to with the Incidents in My Queues watchlist. The incident remains assigned to your queue until someone closes the incident or assigns it to another queue.

By default, everyone is in the Unassigned Queue. Create new queues that better fit your needs. You might create queues based on SOC tiers (tier 1, tier 2, and tier 3) or a 24-7 service model. You can also edit or delete a queue you create.Create a Case Manager QueueEdit a Case Manager QueueDelete a Case Manager Queue

Keep in mind that assigning an incident to a queue only indicates who is responsible for investigating the incident; it doesn't restrict access to the incident to that queue only. To restrict who can access an incident, edit an incident's Restrict To settings.Edit an Incident

Create a Case Manager Queue

To assign Case Manager incidents to a group of people, create a queue.

 
  1. In the navigation bar, click the menu The menu icon in the navigation bar; three white lines on a green background., select Settings, then select Core.

  2. Under QUEUES, click Queues.

  3. Click Add a new queue A blue circle with a white plus sign..

  4. Enter a name for the queue.

  5. (Optional) Describe the queue.

  6. Add people to the queue:

    • To add specific people, click + next to the person's name. To quickly find and add a person, start typing in the search.

    • To add everyone in the system, click ADD ALL.

  7. Click CREATE QUEUE.

Edit a Case Manager Queue

Change the name, description, or people in a Case Manager queue you created.

  1. In the navigation bar, click the menu The menu icon in the navigation bar; three white lines on a green background., select Settings, then select Core.

  2. Under QUEUES, click Queues.

  3. Hover over a queue, then click Edit Queue A grey pencil..

  4. Edit the name, description or people in the queue.

  5. Click SAVE QUEUE.

Delete a Case Manager Queue

If you created a queue in Case Manager, you can delete it. Any people and incidents assigned to the queue are reassigned to the default Unassigned queue.

  1. In the navigation bar, click the menu The menu icon in the navigation bar; three white lines on a green background., select Settings, then select Core.

  2. Under QUEUES, click Queues.

  3. Hover over a queue, then select Delete Queue A grey trash can with a white x in the body of the trash can..

  4. Click DELETE.