Siebel Public Sector Guide > Managing All Cases >
You can copy a case record to create a new record that contains the original record's attachments and information like associated contacts, accounts, and assets. Not all records are copied to the new record. Activities, activity plans, and approval records are not copied to the new case record.
This task is a step in Roadmap for Managing Cases.
To copy a case record
- Navigate to the Cases screen, then the Case List view.
- Select a case, and scroll down to the Cases form.
- Select Copy Record in the menu.
- In the Case Name field, enter a new name.
- Save the record.
A new case serial number is generated for the new record. This serial number is applied to the case's associated evidence and attachments. For example, in the original record, the case serial number is NY-2B-296-3964041, and the serial number for its file attachment is NY-2B-296-3964041-296-3964055. In the copied record, the new case serial number might be NY-2B-296-4335086, and the new serial number for the same attachment might be NY-2B-296-4335086-296-4335095.