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Creating and Editing Records

Create a record when you need a structured profile for something you are investigating—such as a person, organization, vehicle, event, or place. Records follow the Ontology, so the available fields and relationship types depend on the concept you choose.

Before you begin​

  • You need Write access to the workspace to create or edit records.
  • If your organization uses connected data sources, some records may be read-only because they are mapped from an external system.

Create a record​

  1. Open the workspace where you want to store the record.
  2. In the workspace tree, open the folder where you keep case records (or create one).
  3. Select New Workspace Record and choose the concept (for example Person or Organization).
  4. Enter the required fields. Start with the identifiers you trust most (for example full name, document ID, phone number).
  5. Select Save. What you should see: The record opens in the Record Viewer with its fields and related sections (relationships, attachments, tags/comments). The record is also available in Search under its concept.

Edit a record​

  1. Open the record (from Search results, the workspace tree, or a Link Chart).
  2. Select Edit.
  3. Update fields as needed.
  4. Select Save.

What you should see: Updated values are visible in the record and reflected in Search and Link Charts.

Important: If you cannot edit a record, you may have Read access only, or the record may come from a connected datasource and be configured as read-only. In that case, ask an administrator to confirm the mapping and write-back settings.

Tips​

  • Use consistent identifiers (for example a single canonical name format) to reduce duplicates.
  • Add relationships as you confirm them so Link Charts reflect your latest understanding of the case.
  • Attach key evidence files to the record to preserve provenance.