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The Case Manager widget allows you to Visualize and communicate key relationships between entities.
About Cases
A case is a way of segmenting the source data in a community. A case could be an investigation into a subset of entities, a repository of interesting activity pertaining to a specific subject, or a sub-set of similar documents which you would like to group together.
Using the Widget
You can use the Case Visualizer widget to view the relationships between multiple entities. You can import these relationships to the widget using drag and drop from many of the other Infinit.e widgets (eg. Document Viewer, Entity Significance, Event Graph).
Adding Entity Relationships to the Graph
To add entity relationships to the Case Visualizer
From a supported widget, select at least two entities.
Click on the "Drag+Drop" icon, in order to drag and drop the entities into the visualization workspace. A dialogue box is displayed prompting you to accept the creation of a specific amount of entity relationships and nodes.
- Click on Ok.
The entity relationships are displayed on the visualization workspace.
Manually Adding a Node
In some cases you will want to manually add a Node to the graph, and indicate a relationship yourself,
The following node types are supported: Person, Document, Organization, Place, Default, Note.
To manually add a node
Click the desired note type on the editor menu and drag onto the graph.
Mouse-over a node on the graph.
Click + drag from one of the edge circles.
Drop + click desired node type.
The new node is added to the page and the relationship to the other entity is indicated using horizontal and vertical lines.
Deleting Nodes
To delete a node
- Click on the node to select it
- Press the delete button on your keyboard.
The node is deleted from the visualizer workspace. Any connective lines are also deleted.
Designating a Node as Target for Documentation
Taking a Snapshot
In some cases you may want to save a snapshot of your case work, perhaps to return to a meaningful marker in time.
To create a snapshot
Exporting and Importing Cases
Once you have worked on a case to a certain point you may want to export it
Shortcuts:
- Ctrl or Apple Cmd or Shift - Multiselect
- Ctrl or Apple Cmd and Z - Undo
- Ctrl or Apple Cmd and Y - Redo
- Ctrl or Apple Cmd and G - Group/Ungroup current selection
- Ctrl or Apple Cmd and Spacebar - Center
- Ctrl or Apple Cmd and S - Force Save
- Ctrl or Apple Cmd and R - Relayout
- Ctrl or Apple Cmd and Delete or Backspace - Clear
- Ctrl or Apple Cmd and A - Add 10 nodes
Some Apple Cmd commands will not work because Mac Browser's receive the keyboard events first.
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Overview
Benefits:
Visualize and communicate key relationships in a case
Collaborative environment for network analysis
How To:
Manually add a person, organization, place, default, or note onto the graph:
Click the desired note type on the editor menu and drag onto graph
Mouse-over a node on the graph > click + drag from one of the edge circles > drop + click desired node type
Delete a node or multiple nodes from the graph:
Mac: hold fn key > select node or drag mouse over multiple nodes > press delete key
PC:
Designate a node on graph as a target for documentation in case manager:
Toggle Editor menu from right panel > scroll to Properties > check Target box
Change a node icon to a VCard and enter notes:
Toggle Editor menu from right panel > scroll to Style > check VCard
- Scroll to Properties > Enter notes in the VCard text box
