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Retain Cases via the Retain Cases link

To retain one or more cases, this can be actioned via the Case Retention screen.

1. Sign into eCase. Refer to the How to Sign into eCase section.
2. Click on the eCase More menu and select Case Retention in the Management section. The Case Retention screen appears where the Scheduled Automated Deletion is the default screen.
   
3. On the left menu, click on the Retain Cases link. The Case Search screen appears.
   
4. Enter in the Search Criteria you require, for example closed Case status, a relevant Case Type, specific closed dates, certain subjects etc.
   
5. Click on the Search button. A list of the cases that match the search criterial will appear in a list at the bottom of the screen.
6. Review the cases and if you would like to retain the case, place a tick in the Select tick box.
7. Once the cases have been selected, click on the + Selected button. All of the cases selected will now have Retain selected on the Case Options screen. The screen will refresh and take you back to the Case Retention screen.