> For the complete documentation index, see [llms.txt](https://docs.cybaops.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cybaops.com/modules/detect-and-respond-mdr/self-hosted-soc/phase-1-intake-and-ownership.md).

# Phase 1: Intake & Ownership

Phase 1 establishes analyst ownership. It is linear and must be completed before investigation work begins.

#### <mark style="color:$primary;">Trigger</mark>

* An external or internal detection generates an incident in the platform
* The new incident is visible in the Tickets section, within the incident queue

## <mark style="color:$primary;">Step 1:</mark> <mark style="color:$primary;">Open the Case from the Incident Queue</mark>

Navigate to the Case Management section and open the Incident Queue. New incidents appear here as they are detected.

<figure><picture><source srcset="/files/4zQzUp1gfZIeZLqfv586" media="(prefers-color-scheme: dark)"><img src="/files/kzEuMjgi36b4nh7WAKUo" alt=""></picture><figcaption></figcaption></figure>

## <mark style="color:$primary;">Step 2: Assign the Case to Yourself</mark>

Open the case and use the Assignee field in the Incident Overview panel on the right. Click "Assign to me" to take ownership. Once assigned, the platform automatically transitions the status from New to Progressing.

<figure><picture><source srcset="/files/Loe3upZQKjRUqg1k4pXW" media="(prefers-color-scheme: dark)"><img src="/files/EmNC4Nk2W7wbaj3EAkUH" alt=""></picture><figcaption></figcaption></figure>

Once the assignment is saved, the Incident Overview panel will show the status as&#x20;Progressing, confirming an active investigation is in progress.

<figure><picture><source srcset="/files/5Xx2Xg15M86oPDwo1DVv" media="(prefers-color-scheme: dark)"><img src="/files/r6NSwpfIG9SRwt9hPvFD" alt=""></picture><figcaption></figcaption></figure>

{% hint style="info" %}

#### Minimum Requirements / Gate

* A case must not remain unassigned during investigation
* All investigation activity must occur while the case is in Processing or Pending status
* Analyst accountability begins the moment the case is aligned
  {% endhint %}


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