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Siebel Public Sector Guide > Managing Investigative Cases > Generating New Serial Numbers for Cases, Leads, and EvidenceSometimes, the serial number automatically generated for the lead, evidence, or case record may be unsuitable and may need to be updated. Using the Regenerate All button, a case record and many of its associated serialized records (evidence items, attachments, and so on) are assigned a new serial number. For example, if you select a case record with a serial number of NY-2B-7 which has an associated item of evidence with the number NY-2B-7-5 and click Regenerate All, the numbers for both are updated. The new serial number for the case could be NY-2B-9, which means that the new serial number for the evidence record is NY-2B-9-5. See About Serialization Rules for more information about serialization. Generating New Serial Numbers Using the Regenerate All ButtonPerform the following procedure to generate new serial numbers from the Cases, Leads, and Evidence screens. The Regenerate All button behavior differs slightly from screen to screen:
To generate a new serial number for a lead, item of evidence, or case
Generating New Serial Numbers for Case LeadsPerform the following procedure when you want to generate a new serial number for a lead associated with a case. This procedure allows you to generate a new lead serial number directly from the Case screen's Lead view. An alternative to this procedure is to simply note the lead name, navigate to the Leads screen and regenerate the lead serial number from there, as described in Generating New Serial Numbers Using the Regenerate All Button. To generate a new serial number for a case's leads
Generating Serial Numbers for SubleadsPerform the following procedure to generate new serial numbers for any lead record's subleads. An alternative to this procedure is to simply note the lead name, navigate to the Leads screen and regenerate the lead serial number from there, as described in Generating New Serial Numbers Using the Regenerate All Button. NOTE: The format of a sublead's serial number changes if you regenerate it from the Leads screen. This is because the serialization rule triggered is different. Serialization in the Leads screen is performed by the Case Lead rule, while serialization in the Leads screen > Leads List > Sub-Lead view is performed by the Lead Sub-Lead Rule. See About Serialization Rules for more information. |
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