Monitor cases and investigations

#Page purpose

Review the combined case and investigation portfolio, attention signals, workload and operational control state.

#Before you start

• Sign in as litigation managers and investigation supervisors and confirm WatheeqTech shows /lex/cases/control; hidden controls indicate that your account lacks the required permission.
• Know the organization scope, status and urgency of the work you need to find before applying filters or saved views.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Prioritize the work

   Read the combined KPIs and attention queue, then compare case and investigation volume, ownership and deadline risk.

2. 2
   Process the right item

   Open the control view or source record that explains an overdue, unassigned, high-risk or approval-blocked item.

3. 3
   Clear the queue safely

   Assign the operational follow-up in its owning workflow and return to confirm the control panel reflects the source change.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.