Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Adding Attachments and Notes to Cases

This task is a step in Developing Cases for Investigation.

Users can add more detail to a case record by attaching relevant documents and other external media using the Attachments view on the Cases screen. The attachment can be in any format, such as a word processing document or a spreadsheet containing case analysis details. When they add attachments to a case record, users can also generate a serial number for the attachment. This serial number allows for efficient tracking of the attachment.

To add attachments to a case

1. Navigate to the Cases screen, then the Case List view.
2. Select a case record and drill down on the Case Name field.
3. Click the Attachments view tab.
4. In the attachments list, click the New File or New URL button to associate a document or other media with the case record.
5. (Optional) If you want to generate a serial number for the attachment, click the Serial Number button.

   NOTE:  You can generate serial numbers for case attachments only if you define a serialization rule. For more information, see About Editing the Default Serialization Rules.

6. (Optional) If the serial number is unsuitable for some reason, click Regenerate to create a new serial number for the attachment. For more information, see Generating New Serial Numbers for Cases, Leads, and Evidence.

Users can also record an important note about a case, such as directions to the incident site and references, and share the note with other employees, or they can mark a note as private so that only the employee who created the note can view it.

To add notes to a case

1. Navigate to the Cases screen, then the Case List view.
2. Select a case record and drill down on the Case Name field.
3. Click the Notes view tab.
4. Select the appropriate option from the Notes drop-down list.
   • Select Public Notes to share the note with team members.
   • Select Private Notes to not share the note.
5. Create a new record and complete the fields as appropriate.
6. (Optional) click Check Spelling to verify spelling in the note text.