Siebel Public Sector Guide > Managing Tax Cases >

Adding Tax Case Attachments and Notes


The tax agent can capture additional details electronically as the case is developed. Public Sector allows the incorporation of several types of detailed information.

The attachments feature can be used to add electronic documents relevant to the case. For example, a client's tax return or a letter received in the mail can be scanned and stored electronically. The attachment can be in any format, such as a word processing document or a spreadsheet containing case analysis details.

Users can also record important notes for a case which can be shared with other employees in the tax agency or can be marked private, for viewing only by the employee who created the note.

To create an attachment

  1. Navigate to the Cases screen > Case List view.
  2. Select a record and drill down on the Case Name field.
  3. Click the Attachments view tab.
  4. In the attachments list, click New File or New URL to associate the document or other media with the case record.
  5. (Optional) If you want to generate a serial number for the attachment, click Serial Number. See Adding Attachments and Notes to Cases and Generating New Serial Numbers for Cases, Leads, and Evidence for more information about using serial numbers.

To create case notes

  1. Navigate to the Cases screen > Case List view.
  2. Select a record and drill down on the Case Name field.
  3. Click the Notes view tab.
  4. In the Notes view, select either Public Notes or Private Notes to control the record's visibility.
  5. Create a note record, select the note Type, and enter the information in the Description field.
  6. Click Check Spelling to verify spelling in the note text.

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