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Escalating an Incident to a Case for Investigation


If an incident warrants immediate escalation to a case investigation, a case file can be generated from the Incident record.

This task is a step in Process of Managing Investigative Cases.

To create a case from an incident

  1. Navigate to the Incidents screen > Incidents Home, and query for the incident.
  2. In the Incidents record, click the link in the Name field.
  3. Select the More Info view tab, and then click Create Case.

    The new case appears in the My Cases list.

    If a case has already been created from this incident, an advisory message appears. Click Continue to navigate to the case record. Click Cancel to return to the incident record.

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