Managing your casebook

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The ledger

The Cases table on the Casebook page lists everything the casebook has learned. Search it, or filter by Ruling (Allowed / Rejected), Label, or Topic — including No topic. Each row shows the content, the ruling, the labels, who decided it, and Times applied — how many items that one decision has settled. Open a case to see the full content and jump to the item it was decided on.

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Importing cases

A casebook doesn’t have to start from zero. Import on the Casebook page offers two sources:

• Use past review decisions. Replays the last 90 days of your review-queue decisions — each human allow or reject becomes a case. Decisions the casebook already holds are skipped.
• Upload a CSV. Bring content and rulings from another tool. You pick the content column, and map your own ruling values to allow or reject — nothing is guessed for you. If the file has no ruling column, you can apply one ruling to every row.

Imports run in the background — close the wizard and keep working; the toolbar shows a progress light while a run is live. Rows that can’t be imported are counted and reported without stopping the rest, and imported cases spend a short time learning before they start matching content.

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Disagreements

Two cases that rule opposite ways on similar content block the casebook from ruling on content like them — it applies neither until someone picks which ruling stands. The Disagreements card counts them, and Resolve steps you through each group:

• Should be allowed / Should be rejected — one choice settles the whole group. The losing side stops applying, and the casebook rules on content like this again.
• Keep both rulings — every case stands. Repeats of each message follow their own ruling, and new similar content still goes to review.
• Keep as is — hold an individual case out of the group decision.

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Forgetting a decision

Deleting a case makes the casebook forget it: similar content goes back to being judged by your policies and rules alone. Before you confirm, the dialog shows how much weight the case carries — how many items it has decided. Items it already decided keep their outcome; deleting only changes the future.

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Auditing what it settles

The queue’s filters ask two casebook questions that combine:

• Casebook — what it said: Casebook allowed, Casebook rejected, or No casebook match.
• Casebook vs severity — where it stood against severity triage: Casebook overruled when they disagreed, Casebook agreed when they said the same.

Set both to narrow. Casebook allowed plus Casebook overruled is every item severity triage would have held back that the casebook let through — the false positives your moderators would otherwise re-approve by hand. Handled for you on the Casebook page opens the same slice, and it’s the one worth a periodic look once the casebook is settling work for you: it’s your team’s own past judgement being applied, so check that you still agree with it.