Siebel Public Sector Guide > Managing Investigative Cases >
Developing a Case for an Investigation
If an incident requires further investigation, it is escalated to a case file. Investigators can create a case from an incident record's More Info form, and they can create cases unrelated to incidents, using the Cases screen. This task is a step in Process of Managing Investigative Cases. To create a case record
- Navigate to the Cases screen > Case List view.
- In the Cases list, create a record, and complete the fields.
- In the Case form, enter additional case details.
The following table describes some of the fields.
|
|
Name |
Descriptive name for the case. |
Case Number |
Automatically generated unique number. |
Status |
The status of the case. Examples are Active, Appealed, and Solved. |
Sub-Status |
Used to further define the case status. Examples are Intake, Screening, and referral. |
Team |
Members of the investigative unit assigned to the case. Defaults to the case record creator. |
Type |
Used to group case records. Options include Fraud, Organized Crime, and Public Health. |
Stage |
Used to define the process stage for the case. Options include Intake, Investigation, and Screening. |
Suspect |
A list of available suspects. You can also create a new suspect record. |
Group |
A list of available groups. You can also create a new group record. |
Reward |
Remuneration associated with case information. |
Date Opened |
Automatically completed with the date and time the case record is created. |
Date Closed |
Date and time the case is closed. |
Threat Type |
Used to group similar threats. Examples are Murder, Kidnapping, and Cybercrime. |
Threat Sub-Type |
Used to further define the threat, based on the threat type. The values in this list are dependent on the value selected in the Threat Type field. |
Threat Level |
Predefined levels used to escalate threat. Examples are High, Medium, and Low. |
Classification |
Classifications include Unclassified, Classified, Secret, and Top Secret. |
Description |
Text field for additional information. Click Check Spelling to verify spelling in the Case Description field. |
|