Siebel Public Sector Guide > Managing Investigative Cases > Creating an Incident Report >

Escalating an Incident to a Case for Investigation

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

If an incident warrants immediate escalation to a case investigation, a case file can be generated from the Incident record.

To create a case from an incident

  1. Navigate to the Incidents screen > Incident List view.
  2. Select an incident record and drill down on the Incident Summary field.
  3. In the Incident form, click Create Case.

    You are brought to the Cases screen > Cases List > More Info view and the new case is added to My Cases.

    NOTE:  You can create multiple cases from as well as add multiple cases to each incident. See Adding Cases to Incidents for more information on how to add cases to incidents.

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