Siebel Public Sector Guide > Managing Investigative Cases > Developing Cases for Investigation >

Adding Case Details and Scheduling Follow-Up Activities

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

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.

To add details and supporting documentation to a case

1. Navigate to the Cases screen > Cases List view.
2. Select a record and drill down on the Case Name field.
3. Click the appropriate view tab and create a new record.

   The following table describes some of the views.

   View	Description
   Accounts	Use this view to associate accounts with the case. You can add an existing account or create a new one. After you have created a record, drill down on the Account Name to add details using the Account screen's views. See Adding Account Information to Incidents for more information about how accounts are used in investigative cases.
   Addresses	Use this view to associate predefined addresses or locations with the case. See Adding Addresses to Cases for more information.
   Approvers	Use this view to review the approvers that are listed in the approval template. See Reviewing Approvers for a Case for more information.
   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. See Managing the Case Calendar and Activities for more information.
   Activity Plans	Use this view to associate a predefined activity plan with associated activities to the case. See Managing the Case Calendar and Activities for more information.
   Attachments	Use this view to associate documents, images and other media with the case. See Adding Attachments and Notes to Cases for more information about how accounts are used in investigative cases.
   Audit Trail	Use this view to determine who has modified the case record and when the changes were made.
   Assets	Use this view to associate assets with the case. Case assets can also be changed to evidence records if required. See Creating Evidence Items from Assets for more information.
   Calendar	Use this view to manage case-related appointments and tasks. See Managing the Case Calendar and Activities for more information.
   Contacts	Use this view to associate individuals with the case. See Adding Contact Information to Cases for more information.
   Diseases	Use this view to associate a disease or medical condition with the case. See Creating a Disease Record for more information.
   Evidence	Use this view to associate existing items of evidence with the case. You can also create new evidence records from this view. See Adding Items of Evidence to Incidents for more information.
   Groups	Use this view to associate existing group records with a case or create a new group record. See Adding Group and Group Suspect Information to Incidents for more information about the fields.
   Group Suspects	Use this view to associate existing suspect records with a case or create a new suspect record. See Adding Group and Group Suspect Information to Incidents for more information.
   Households	Use this view to record details of any cases relating to a household rather than any particular individual.
   Incidents	Use this view to associate one or more incidents with the case.
   Leads	Use this view to create lead records for the case. See Adding Lead Information to Incidents and Generating New Serial Numbers for Cases, Leads, and Evidence for more information.
   Literature Distribution	Use this view to record literature that has been distributed in relation to the case. See Adding Literature to Cases for more information.
   Notes	Use this view to add notes about the case. See Adding Attachments and Notes to Cases for more information about the fields in this view.
   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.
   Vehicle	Use this view to document characteristics of vehicles owned by individuals associated with the case.