Siebel Public Sector Guide > Managing Investigative Cases > Creating Group Profiles for an Investigation >

Adding Details to a Group Profile

Investigators can use the Group screen and views to add notes and attachments, visualize the hierarchy of the group, link the group to incidents, cases and suspects, and schedule follow-up activities.

To add details to a group record and schedule follow-up activities

1. Navigate to the Groups screen.
2. In the Groups list, select the group record, and click the link in the Name field.
3. From the Group form, click the appropriate view tab.

   The following table describes some of the views.

   View	Description
   Activities	If follow up activities, use this view to create investigative tasks with alarms and assign each activity to a team member. Typical activity types are Fraud Action, Internet Lead, Diagnosis, Meeting, and so on. You can also associate suspects and cases with a group activity.
   Addresses	Use this view to associate predefined addresses with the group. See Adding Addresses to Cases for more information. Select the Primary field to flag the group's primary address.
   Attachments	Use this view to associate documents, images and other media with the group. See Adding Attachments and Notes to Cases for more information.
   Cases	Use this view to associate existing cases with the group or review the group's case history.
   Contact	Use this view to add contacts for the group.
   Evidence	Use this view to associate existing items of evidence with the group. You can also create new evidence records from this view. See Tracking Evidence Items for more information. NOTE:  Unlike the Incidents screen's Evidence view, you cannot regenerate evidence serial numbers from the Group screen's Evidence view.
   Group Suspects	Use this view to associate suspects with the group.
   Hierarchy	If you have specified a parent group and associated suspects and groups, you can see a graphic representation of the group hierarchy.
   Incidents	Use this view to associate one or more incidents with the group.
   Leads	Use this view to associate one or more leads with the group. See Recording Lead Information for more information.
   Notes	Use this view to add other information to the group record. See Adding Attachments and Notes to Cases for more information.