Siebel Public Sector Guide > Managing Investigative Cases > Process of Managing Profiles for Groups >

Adding Details to Group Records

Investigators can use the Groups screen views to add notes and attachments, visualize the hierarchy of the group, link the group to incidents, cases and suspects, and schedule follow-up activities.

This task is a step in Process of Managing Profiles for Groups.

To add details to a group record

1. Navigate to the Groups screen, then the Groups List view.
2. Drill down on the Name field of the group record.
3. Click the appropriate view tab, and create a new record.

   The following table describes some of the views.

   View	Description
   Accounts	Use this view to associate existing account records with the group and create a new account record. For more information, see Adding Accounts to Cases.
   Activities	Use this view to create the follow-up tasks for the group and to assign each task to a team member. For more information, see Managing Activities for Cases.
   Addresses	Use this view to associate existing address records with the group or create a new address record. Select the Primary field to indicate the group's primary address. For more information, see Adding Addresses to Cases.
   Attachments	Use this view to associate electronic files, such as documents, images, and other media, with the group. For more information, see Adding Attachments to Cases.
   Cases	Use this view to associate existing case records with the group, create a new case record, and review the case history for the group. For more information, see Creating Case Records.
   Evidence	Use this view to associate existing evidence records with the group or create a new evidence record. For more information, see Process of Managing Evidence Items.
   Hierarchy	Use this view to see a graphic representation of the group hierarchy for a parent group with associated groups and associated suspects.
   Incidents	Use this view to associate existing incident records with the group or create a new incident record. For more information, see Process of Managing Incident Reports.
   Leads	Use this view to associate existing lead records with the group or create a new lead record. For more information, see Process of Managing Lead Information.
   Notes	Use this view to add other information to the group record. For more information, see Adding Notes to Cases.
   Group Suspects	Use this view to associate existing suspect records with the group or create a new suspect record. For more information, see Creating Profiles for Group Suspects.
   Contact	Use this view to associate existing contact records with the group or create a new contact record. For more information, see Adding Contact Information to Cases.