Siebel Public Sector Guide > Managing Investigative Cases >

Developing a Case for an Investigation

If an incident requires further investigation, it is escalated to a case file. Investigators can create a case from an incident record's More Info form, and they can create cases unrelated to incidents, using the Cases screen.

This task is a step in Process of Managing Investigative Cases.

To create a case record

1. Navigate to the Cases screen > Case List view.
2. In the Cases list, create a record, and complete the fields.
3. In the Case form, enter additional case details.

   The following table describes some of the fields.

   Field	Comments
   Name	Descriptive name for the case.
   Case Number	Automatically generated unique number.
   Status	The status of the case indicates whether the case is still being worked. Values include Active, Closed, and Inactive. The default value for a new case is Active. When the Status is set to Closed, all other fields in the case record become read-only.
   Sub-Status	Used to further define the case status. For example, for cases with a Status of Active, the choices for substatus could be Appealed, Intake, Screening, Referral, and Assessment.
   Team	The owner and members of the team assigned to the case. Defaults to the case record creator.
   Type	The kind of case that is being processed. Case types typically are specific to the agency deploying Siebel Public Sector. Examples are Fraud, Organized Crime, and Public Health.
   Stage	Used to define the step in the process lifecycle for the case. Examples are Intake, Investigation, and Screening.
   Suspect	A list of available suspects. You can also create a new suspect record.
   Group	A list of available groups. You can also create a new group record.
   Reward	Remuneration associated with case information.
   Date Opened	Automatically completed with the date and time the case record is created.
   Date Closed	Date and time the case is closed.
   Threat Type	Used to group similar threats. Examples are Murder, Kidnapping, and Cybercrime.
   Threat Sub-Type	Used to further define the threat, based on the threat type. The values in this list are dependent on the value selected in the Threat Type field.
   Threat Level	Predefined levels used to escalate threat. Examples are High, Medium, and Low.
   Classification	Classifications include Unclassified, Classified, Secret, and Top Secret.
   Description	Text field for additional information. Click Check Spelling to verify spelling in the Case Description field.