Siebel Public Sector Guide > Managing Investigative Cases >

Copying Cases, Evidence and Leads

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

You can copy a case, evidence, or lead record to create a new record, which contains all the original's attachments and information like associated contacts, accounts, assets, and so on. There are some exceptions to the records copied and these are noted for each procedure.

To copy a case record

1. Navigate to the Cases screen > Case List view.
2. Select a record and scroll down to the Cases form.
3. Click the menu button and select Copy Record.
4. In the Case Name field, enter a new case name.
5. Save the record.

   A new case serial number is generated for the new record. This serial number is applied to the case's associated evidence and attachments. For example, in the original record, the case serial number was NY-2B-3 and the serial number for its file attachment was NY-2B-3-3. In the copy record, the new case serial number is NY-2B-31 and the new serial number for the same attachment is NY-2B-31-2.

   NOTE:  Activities, activity plans, and approval records are not copied to the new case record.

To copy an evidence record

1. Navigate to the Evidence screen > Evidence List view.
2. Select a record and scroll down to the Evidence form.
3. Click the menu button and select Copy Record.

   A duplicate record is created, with the same Evidence Name and Case Name values.

4. In the Evidence Name field, enter a new name for the evidence to more easily distinguish it from the original record.
5. Save the record.

   The serial number for the new evidence record is generated, based on the selected case. The serial number for any related evidence records stays the same.

   NOTE:  Activities, activity plans, approval records, and subevidence records are not copied to the new evidence record.

To copy a lead record

1. Navigate to the Leads screen > Lead List view.
2. Select a record and scroll down to the Leads form.
3. Click the menu button and select Copy Record.

   A duplicate record is created, with the same Lead Name and Case Name values.

4. In the Lead Name field, enter a new name for the lead to more easily distinguish it from the original record.
5. Save the record.

   The serial number for the new lead record is generated, based on the selected case.

   NOTE:  Activities, activity plans, approval records, and sublead records are not copied to the new lead record.