Siebel Public Sector Guide > Managing Investigative Cases > Creating an Incident Report >

Creating Incident Records


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

An agency investigator or call center employee creates incident records and enters details about what actually happened, where the incident occurred, and so on. Additional details can be entered using the Incidents screen > Incident List > More Info view. The Audit Trail view tracks changes to the incident record.

To create an incident record

  1. Navigate to the Incidents screen > Incident List view.
  2. Create a new record and complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Comments

    Incident Number

    Automatically generated identifier.

    Incident Summary

    Text description of the incident.

    Status

    Status of the incident. Example of status are In Progress, Dispatched, Active.

    Employee

    The employees assigned to the incident. Defaults to the record creator.

    Source Name

    The contact who provided the information. If the contact does not exist in the system, create a new contact record. Drill down on this field to navigate directly to the Contact screen > Activities view.

    Source Type

    The information source used to report the incident (email, phone, fax, news media, open source, other).

    Source Organization

    The source organization for the incident information. If the contact selected as the value for the Source Name field has an associated account, the source organization is populated automatically with the contact's primary account.

    Case Name

    Select a case if it is related to the incident. When you select a case name, the Case Number, Case Serial #, and Case Owner fields are populated automatically.

    Incident Priority

    Indicates the importance of incident investigation.

    Date Occurred

    The date on which the incident occurred.

    Date Created

    Automatically populated when the incident record is created.

    Date Reported

    The date on which the incident was reported.

    Cleared Exceptionally

    Select this check box to indicate that the incident was cleared because of exceptional circumstances. When you select this check box, you must also enter values for the Cleared Exceptionally Reason and Exceptional Clearance Date fields.

    Cleared Exceptionally Reason

    The reason for why this incident was cleared. Options include Extradition Denied, Prosecution Declined, and so on.

    Exceptional Clearance Date

    The date on which the incident was cleared.

    Incident Type

    Indicates the type of incident. Options include Animal Control, Noise Complaint, and so on.

    Account Name

    The account that is related with the incident. See Adding Account Information to Incidents for more information about associating accounts with incidents.

    Media Interest Flag

    Select this check box to indicate that the incident may be a source of media interest.

    Sub-Status

    Use this field to further clarify the status of the incident. The options for this drop-down list are dependent on the value selected from the Incident Status drop-down list.

    Sub-Type

    Use this field to further clarify the type of incident. The options for this drop-down list are dependent on the value selected from the Incident Type drop-down list.

  3. Drill down on the Incident Summary field.

    The More Info view is displayed.

  4. Complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Comment

    Related Incident Name

    Select another existing incident which is related to the current incident. When you select an incident for this field, the Related Incident Number field is automatically populated.

    Reliability

    This field is automatically populated if the Contact record contains a value for reliability.

    Location

    The location of the incident. Select the location from a predefined list.

    Keywords

    Words that can be used to search for similar incident characteristics. Users can then enter these words in the Keywords field in the Incidents screen > Incidents Home view to return only those incident records with matching keywords.

    Victim Type

    Indicates whether the victim is an individual or an account. See Adding Account Information to Incidents for more information.

    Offender Name

    This field displays the name of any offenders that are selected using the Incidents screen > Incident List > Offenders view. You can also add or remove offenders from the list using this field.

    Group Name

    This field displays the name of any groups that are selected using the Incidents screen > Groups view. You can also add or remove groups from the list using this field.

    Group Suspect Name

    This field displays the name of any suspects that are selected using the Incidents screen > Group Suspects view. You can also add or remove suspects from the list using this field.

    Description

    A detailed description of the incident.

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