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What a case keeps from the day it ran

A case records what was true when its investigation ran. Changing a setting afterwards does not reach back into it.

A case records what was true when its investigation ran. Changing a setting afterwards does not reach back into it: the case keeps the vendors, the procedures and the deadline that applied at the time.

This is what makes an old case defensible. A reviewer reading a decision from eighteen months ago sees what the decider saw, not what the organisation has configured since.

What a case keeps

Change it nowThe case that already ran
Connect a vendorKeeps the coverage it had. The new vendor is not consulted
Upload a new version of a procedureKeeps the findings it had, cited against the version in force then
Change a priority’s resolution timeKeeps the deadline already worked out
Publish a new template versionA report keeps the version it was created from

How to apply a change to an open case

Ask the agent in the case’s side panel to run the investigation again. It reads what the case holds now, with whatever you have connected or published since, and reaches its recommendation independently of the first run. See what the agent does on a case.

A closed case is not re-run. It is the record of a decision, and a decision is answerable to what was known when it was taken.

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