Siebel Public Sector Guide > Managing Investigative Cases > Developing a Case for an Investigation >

Adding Case Details and Scheduling Follow-Up Activities

A number of views associated with the case record allow members of the case team to add supporting documentation and activities to a case record. The Audit Trail view tracks changes to the case record.

To add details and supporting documentation to a case

1. Navigate to the Cases screen > Cases Home view, and query for the case.
2. In the case record click the link in the Name field.
3. Click the appropriate view tab and create a new record.

   The following table describes some of the views.

   View	Description
   Activities	If a case requires follow up activities, use this view to create investigative tasks with alarms and assign each activity to a team member. Typical activity types are incident, arrest, diagnosis, meeting, and so on. Use the Activity Type field to further define the activity. Use the Employees field to specify each team member assigned to the activity. Selecting the Primary field for an employee record identifies the lead individual on the team.
   Activity Plans	Use this view to associate a predefined activity plan with associated activities to the case.
   Attachments	Use this view to associate documents, images and other media with the incident. Use the comments field to describe the attachment.
   Audit Trail	Use this view to determine who has modified the case record and when the changes were made.
   Calendar	Use this view to manage case-related appointments and tasks.
   Contacts	Use this view to associate individuals with the case.
   Diseases	Use this view to associate a disease or medical condition with the case.
   Groups	Use this view to associate existing Group records with an incident or create a new group record. You can associate more than one group with an incident.
   Incidents	Use this view to associate one or more incidents with the case.
   Notes	Use this view to add information such as directions to the incident site and references. Select Public to make the note available to team members and Private if the note should not be shared.
   Related Cases	Use this view to associate other case records with the case.
   Service Requests	Use this view to initiate a request for action or service fulfillment. An example is a request for records transfer (such as a cold case file) from another agency or a request for additional research information by another agency.
   Suspects	Use this view to associate existing suspect records with a case or create a new suspect record. You can associate more than one suspect with a case. To indicate that the person is the primary individual of interest, click the Primary field in the suspect record.
   Vehicle	Use this view to document characteristics of vehicles owned by individuals associated with the case.