Use the cases control overview

#Page purpose

Read the executive cases and investigations overview before drilling into assignment or litigation-specific control views.

#Before you start

• Sign in as heads of legal, litigation managers and investigators and confirm WatheeqTech shows /lex/cases/control/overview; 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

   Compare portfolio totals, risk, deadlines, assignments and lifecycle distribution across cases and investigations.

2. 2
   Process the right item

   Use the attention list to identify the record whose delay, SLA, approval or ownership state requires management action.

3. 3
   Clear the queue safely

   Open the relevant assignment, litigation or source-record workflow and verify the overview updates after the action completes.

#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.