Add case evidence in Agent Workspace for HR Case Management

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Create evidence records to attach to an Employee Relations case to help with investigations using Agent Workspace for HR Case Management.

    Before you begin

    Role required: sn_hr_er.case_writer

    Procedure

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select the Lists icon (Lists icon).
    3. In the ER category, select an ER case to which you want to attach evidence.
    4. Select more from the row of tabs below the Case Timeline.
    5. Select Evidence from the row of tabs below the Case Timeline.
    6. Select New.
    7. Fill in the form.
      Table 1. Evidence form
      Field Description
      Number The number that identifies the evidence record. This is automatically generated by the application.
      Name The name that describes the evidence.
      Evidence type The evidence type associated with the evidence.
      The base system provides the following:
      • Audio
      • Chat logs
      • Email
      • Photos
      • Screenshots
      • SMS
      • Video

      For more information, see Create evidence types.
      Created by Name of the user that created the evidence record.
      Submitted by involved party Name of the person who submitted the evidence.

      Select the Search for Record icon Search for record icon and search for the person that submitted the evidence.

      If no names appear, you can select New and create an involved party. For more information, see Create an involved parties record.
      Involved parties Any person involved with the evidence provided in the ER case.

      Click into the field and a list of involved parties appears.

      If no names appear, you have to create an involved party record. For more information, see Create an involved parties record.
      Table The table evidence is associated with. The default is the Employee Relations Case [sn_hr_er_case] table, but you can associate evidence to any table.
      Parent The parent case the evidence is related to.

      To associate a parent case, select the Lookup documents using list icon Lookup documents using list icon and select the table associated with the parent case. The default is the Employee Relations Case [sn_hr_er_case] table.

      Select the table and the associated case that is the parent case.
      Note:
      If you have a parent case and evidence is added to it, this field is pre-populated.
      Evidence source type Indicates if the evidence is an attachment or a URL.
      Select one of the following:
      • Attachment
      • URL
      If the evidence is an attachment, select Browse from Attachments on the right and attach the file.

      If the evidence is a URL, enter the URL in the URL source field.
      URL source Select the Edit this URL icon ()Edit this URL icon and enter the URL.

      This field displays only when you select URL from the Evidence source type field.
      Interview The associated interview number.

      If you came from the interview record, the number automatically displays.

      If no interview number appears, click into the field and you can select one.

      For more information, see Interview Management for Employee Relations.
      Description Description of the evidence.
    8. Select Save.