Siebel Public Sector Guide > Managing Investigative Cases > Creating Group Profiles for an Investigation >

Adding Details to a Group Profile

Investigators can use the Group screen and 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.

To add details to a group record and schedule follow-up activities

1. Navigate to the Groups screen.
2. In the Groups list, select the group record, and click the link in the Name field.
3. From the Group form, click the appropriate view tab.

   The following table describes some of the views.

   View	Description
   Activities	If follow up activities, use this view to create investigative tasks with alarms and assign each activity to a team member. Typical activity types are fraud action, Internet lead, diagnosis, meeting, and so on. Use the Description and Comments fields to further define the activity. You can also associate suspects and cases with a Group activity.
   Addresses	Use this view to document all known addresses for the group or to create a new address. Click the primary field to flag the primary address.
   Attachments	Use this view to associate documents, images and other media with the suspect. Use the comments field to describe the attachment.
   Cases	Use this view to associate existing cases with the group or review the group's case history.
   Hierarchy	If you have specified a parent group and associated suspects and groups, you can see a graphic representation of the group hierarchy.
   Incidents	Use this view to associate one or more incidents with the group.
   Notes	Use this view to add other information to the group record. Select Public Notes to make the note available to team members and Private if the note is not shared. Click Check Spelling to perform a spell check on note text in the Description field.
   Suspects	Use this view to associate suspects with the group.