Case Viewer allows you to see and manage all your cases from Case Management at any time, in any of the Trend Vision One screens.
Click
to open and minimize Case
Viewer.

![]() |
ImportantYour organization can upload up to 1 GB of attachments. This limit applies to all
cases opened
within the organization.
|
The following table outlines the actions available in Case Viewer.
Action
|
Description
|
||
Show and hide Case Viewer
|
|
||
View the case list
|
Click the list icon (
![]() |
||
View case information
|
Click (
![]() |
||
Change the name or description
|
|
||
View an associated item
|
|
||
Change the case status
|
|
||
Set the case findings
|
|
||
Change the case priority
|
|
||
Assign owners
|
|
||
Add a workspace to a Forensics case
|
|
||
Open a related case
|
Related cases are independent subcases that give you the flexibility to divide a complex
investigation into small subcases. Related cases supply more information for the main
case.
|
||
View a related case
|
|
||
Generate an investigation report
|
If you enabled generative AI in Trend Companion select a case name to open the case details, then go to .
Trend Companion generates a threat investigation and remediation report for the case,
which you can preview, edit, and download by going to
.This action is only available for Workbench cases with a “True positive” finding.
|
||
Create a case summary
|
If you enabled generative AI in Trend Companion select a case name to open the case details, then go to .
Trend Companion summarizes all the notes created in the case since last time a summarized
progress note was created. Summarized progress notes are helpful when transferring
a case to a new owner.
|
||
Update impacted endpoints
|
Click Update Forensics Workspace to update the workspace with
impacted endpoints.
If the case no longer includes an endpoint, Trend Vision One does not automatically
remove the endpoint. You can manually remove any impacted endpoints from the workspace.
|
||
Add notes to the case
|
|
||
Add attachments to case
|
|
||
Edit an entry
|
|
||
Delete an entry
|
|
||
Return case to MDR team
|
After solving all the situations that required your attention, click Return
case to MDR team.
After returning a case to the managed XDR team, you can continue adding notes to provide
more information.
|