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

Adding Lead Information to Incidents

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

Using the Incidents screen's Leads view, users can select from existing leads or create new ones and associate them with the incident.

To add lead information to an incident

  1. Navigate to the Incidents screen > Incident List view.
  2. Select an incident record and drill down on the Incident Summary field.
  3. Click the Leads view tab.
  4. Create a new record and complete the fields as appropriate.

    NOTE:  The Case Name field is mandatory when creating a new lead record. As leads can be associated with multiple cases, the lead serial number generated is based on the primary case record.

    Alternatively, click Add to select an existing lead and associate it with the incident. See Recording Lead Information for more information about the fields in this view.

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