Siebel Public Sector Guide > Managing Investigative Cases > Creating an Incident Report >

Creating Incident Records

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

An agency investigator or call center employee creates incident records and enters details about what actually happened, where the incident occurred, and so on. Additional details can be entered using the Incidents screen > Incident List > More Info view. The Audit Trail view tracks changes to the incident record.

To create an incident record

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

   The following table describes some of the fields.

   Field	Comments
   Incident Number	Automatically generated identifier.
   Incident Summary	Text description of the incident.
   Status	Status of the incident. Example of status are In Progress, Dispatched, Active.
   Employee	The employees assigned to the incident. Defaults to the record creator.
   Source Name	The contact who provided the information. If the contact does not exist in the system, create a new contact record. Drill down on this field to navigate directly to the Contact screen > Activities view.
   Source Type	The information source used to report the incident (email, phone, fax, news media, open source, other).
   Source Organization	The source organization for the incident information. If the contact selected as the value for the Source Name field has an associated account, the source organization is populated automatically with the contact's primary account.
   Case Name	Select a case if it is related to the incident. When you select a case name, the Case Number, Case Serial #, and Case Owner fields are populated automatically.
   Incident Priority	Indicates the importance of incident investigation.
   Date Occurred	The date on which the incident occurred.
   Date Created	Automatically populated when the incident record is created.
   Date Reported	The date on which the incident was reported.
   Cleared Exceptionally	Select this check box to indicate that the incident was cleared because of exceptional circumstances. When you select this check box, you must also enter values for the Cleared Exceptionally Reason and Exceptional Clearance Date fields.
   Cleared Exceptionally Reason	The reason for why this incident was cleared. Options include Extradition Denied, Prosecution Declined, and so on.
   Exceptional Clearance Date	The date on which the incident was cleared.
   Incident Type	Indicates the type of incident. Options include Animal Control, Noise Complaint, and so on.
   Account Name	The account that is related with the incident. See Adding Account Information to Incidents for more information about associating accounts with incidents.
   Media Interest Flag	Select this check box to indicate that the incident may be a source of media interest.
   Sub-Status	Use this field to further clarify the status of the incident. The options for this drop-down list are dependent on the value selected from the Incident Status drop-down list.
   Sub-Type	Use this field to further clarify the type of incident. The options for this drop-down list are dependent on the value selected from the Incident Type drop-down list.

3. Drill down on the Incident Summary field.

   The More Info view is displayed.

4. Complete the fields as appropriate.

   The following table describes some of the fields.

   Field	Comment
   Related Incident Name	Select another existing incident which is related to the current incident. When you select an incident for this field, the Related Incident Number field is automatically populated.
   Reliability	This field is automatically populated if the Contact record contains a value for reliability.
   Location	The location of the incident. Select the location from a predefined list.
   Keywords	Words that can be used to search for similar incident characteristics. Users can then enter these words in the Keywords field in the Incidents screen > Incidents Home view to return only those incident records with matching keywords.
   Victim Type	Indicates whether the victim is an individual or an account. See Adding Account Information to Incidents for more information.
   Offender Name	This field displays the name of any offenders that are selected using the Incidents screen > Incident List > Offenders view. You can also add or remove offenders from the list using this field.
   Group Name	This field displays the name of any groups that are selected using the Incidents screen > Groups view. You can also add or remove groups from the list using this field.
   Group Suspect Name	This field displays the name of any suspects that are selected using the Incidents screen > Group Suspects view. You can also add or remove suspects from the list using this field.
   Description	A detailed description of the incident.