Investigation Checklists

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Checklist are a list of actions items located in an alert or case that must be completed by an agent.

Checklists help ensure investigators are doing due diligence before taking action.

Some workflows buttons are only actionable once the checklist is completed.

  1. In the alert or case, go to the Investigation Checklist tab:
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  1. Fill out the required information:
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Checklists are automatically saved. Once complete, some workflows may appear.

Checklists can be customized, see the next section for additional details.


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