Siebel Public Sector Guide > Managing Investigative Cases >

Creating Group Profiles for an Investigation

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

A group record provides profile information on international and domestic organizations. Groups can be associated with incidents, cases, events, references, and advisories.

Apart from the main investigative screens (Cases, Leads, Incidents, Evidence, Group Suspects, and Groups), you can also create or add groups from the following locations to associate them with the appropriate records:

• Contacts screen > Contacts List > Groups view
• Immigration Contacts screen > Immigration Contacts > Groups view
• Accounts screen > Accounts List > Groups view
• Service screen > Service Requests List > Groups view

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

To create a group record

1. Navigate to the Groups screen > Groups List view.
2. Create a new record and complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Comments
   Name	The name or alias of the group.
   Status	The group status is Active or Inactive.
   Parent Group	The name of the parent group if applicable. The parent group record must already exist.
   Associated Groups	The names of other groups affiliated with the group being created.
   Threat	The type of threat—for example, Armed Robbery, Biological Weapons, Chemical Weapons, Cybercrime, Kidnapping, Murder, Nuclear Weapons, or Other.
   Membership	The estimated number of members in the group.
   Leader	The leader of the group. You can select the leader from the list of suspects previously associated with the group.
   Description	Text field for entry of other information about the group.
   Team	Primary member of the investigative team. Defaults to the user ID of the individual creating the group record. Other team members can be added, but only one member can be designated as the primary.