---
title: Use Case Overview Tab Details
description: The Overview page displays key metadata captured during intake, along with information collected across the use case, including assigned stakeholders, review status, and recommended frameworks.
---

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# Use Case Overview Tab Details

## The Overview page displays key metadata captured during intake, along with information collected across the use case, including assigned stakeholders, review status, and recommended frameworks.

**Use Case Overview Fields**

When you open a use case record, it will default to the use case’s “Overview”. This tab will highlight the overall picture of a use case and high-level information, such as key People assigned to the use case, what Frameworks are attached, and the progress of completing tasks for attached Workflows.

![](https://support.trustible.ai/hs-fs/hubfs/undefined-1.png?width=638&height=560&name=undefined-1.png)

Much of the information shown will be populated following the use case proposal being completed such as the Governance Lead, User Type, and Department the use case is associated with.

### **Basic Information**

**Name**

The Use Case Name is set by the submitter during intake and can also be edited at any point in the future. 

**Department**

Department allows you to assign the AI use case to a specific area of your business to keep track of what department is seeking to bring an AI tool live and who may be associated with using the AI tool.

**Notes**: Departments can be customized to your organization. Admin users can navigate to Organization \> Users & Teams to populate these values. Departments is an available filter on the dashboards. 

**Current Implementation Status**

Implementation Status provides insight into the lifecycle of where a use case is from the perspective of the business and their project. There are 8 options to choose from including, Proposed, Live, Proposal Rejected, and more. This status can be edited at any time and will be highlighted in the use case history when the status is changed.

For example, a use case could be initially submitted as “Proposed” but as the use case is being reviewed through the governance process, the Governance team could find prohibiting features and decide to reject the proposed use case thus changing the Current Implementation Status to “Proposal Rejected”.

![](https://support.trustible.ai/hs-fs/hubfs/undefined-4.png?width=652&height=374&name=undefined-4.png)

**Note**: Implementation Status is an available filter on the dashboards. The field values are standard to Trustible. 

**User Type**

User Type reflects whether the AI tool is intended to be used: Internally, Externally, or both internal and external users. 

**Note**: User Type is an available filter on the dashboards. The field values are standard to Trustible. 

**Template**

Templates can be selected on the intake form or applied after submission. This allows both contributors and admins to determine when a template is applicable. A Template reflects the assigned Use Case Template (or intake form) and determines what fields need to be populated. This can be anywhere from documentation fields to insights (risks, mitigations, benefits), and metadata fields like department or implementation status.

**Risk Level**

The Risk Level provides a view into the Inherent and Residual risk levels that have been set on the use case. It reflects the Governance team’s review of the use case’s application. The Inherent Risk Level is determined based on the rules engine configured by your organization whereas the Residual Risk level is manually set. Residual risk does not automatically take into consideration controls that may be in place. Once the Residual Risk is set, both values will appear.

**Overall Benefit Level**

Overall Benefit Level reflects the positive impact this AI use case could have on an organization, its employees, or customers once deployed. It can be set by the business during intake or once the use case has been reviewed. The Benefit tab has a full taxonomy of benefits, both qualitative and quantitative that users to review and add to their use cases to standardize reporting. 

### **Use Case Review**

**Current Review Status**

You will find a Current Review Status under Use Case Review on the Overview page. This indicates the status of the current workflow under review. In the example below, this is a recently submitted use case that still needs to have the Intake Workflow completed.

![](https://support.trustible.ai/hs-fs/hubfs/undefined-2.png?width=280&height=177&name=undefined-2.png)

Once all active workflows have been completed, the Review Status will automatically update to Review Completed. If a review cadence has been enabled through completing a Next Steps Recommendation task in a workflow, the following fields will appear:

- Next Review Date
- The Review Cadence (in days)
- The final reviewed note

![](https://support.trustible.ai/hs-fs/hubfs/undefined-Nov-03-2026-01-19-54-1281-PM.png?width=269&height=173&name=undefined-Nov-03-2026-01-19-54-1281-PM.png)

At any time, you can override the next review date. If you have a default Review Workflow set (via the Governance Studio), then a workflow will be automatically triggered on that date. 

### **People**

Within the People section, you’ll be able to see designated roles and the person or team associated with those roles and tasks. This includes seeing the Business Owner, Technical Lead, Governance Lead, and Submitter, or who proposed the use case.

![](https://support.trustible.ai/hs-fs/hubfs/undefined.png?width=651&height=187&name=undefined.png)

 

### **Frameworks**

Following an overview of the use case in the Basic Information and People sections, you will find Frameworks. Here, any attached framework(s) will be shown with a progress tracker of the use case readiness. You can dive deeper by clicking into “View all controls” to see what has been satisfied or what controls are not satisfied based on the information provided for the use case at that moment.

 

![](https://support.trustible.ai/hs-fs/hubfs/undefined-3.png?width=586&height=587&name=undefined-3.png)

 

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