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Adding Contact Information to Cases

You can add existing and new contacts to cases using the Contacts view in the Case List view of the Cases screen. Users can enter details about individuals to contact in relation to the case, such as police chiefs, sheriffs, public information agents, and emergency response team members. You can use contact information for notification and correspondence purposes.

When an agent automatically creates a case by uploading an application that a citizen submits on a self-service Web site, appropriate contact records are automatically associated with that case. These contact records can include the primary contact in the application, other contacts in the application, and the user who submits the application on behalf of another contact.

You can add existing and new cases to contacts using the Cases view in the Contacts List view of the Contacts screen. Users can enter details about individuals to contact in relation to the case.

This task is a step in Process of Developing Cases.

To add contact information to a case

1. To add contact information from the Cases screen, complete the following steps:
   1. Navigate to the Cases screen, then the Case List view.
   2. Drill down on the Case Name field of the case record.
   3. Navigate to the Contacts view.
   4. Create a new record, and complete the fields as appropriate.

      The following table describes some of the fields.

      Field	Description
      Type	Select the type of contact. Values include Sheriff and Media. Select a value of Reporter for the contact who provides you information about a child-welfare case.
      Contact Method	Select the manner in which you communicate with the contact. Values include Phone, Email, and Fax.
      Case Relationship	Select the relationship that this contact has to the case (for example, values of Referral Source and Case Witness). You can access the Relationship Hierarchy view of the Contacts screen to view the relationship that a contact has to the primary case contact (for example, values of Self, Spouse, Guardian, Child, Parent, and Sibling).
      Web Access	Select this check box if you want the contact to be able to view details about the case on a self-service Web site. By default, this field is automatically selected for the primary contact of a case for an application that a citizen submits on a self-service Web site. If the user who submits this application is not the primary contact of the case, then this field is also automatically selected for that user. Administrators can configure this default behavior to automatically grant case access to all of the application contacts or to none of the application contacts. For more information about configuring this default behavior, see Configuring Citizen Access to Cases for Applications.

2. To add contact information from the Contacts screen, complete the following steps:
   1. Navigate to the Contacts screen, then the Contacts List view.
   2. Drill down on the Last Name field of the contact record.
   3. Navigate to the Cases view.
   4. Create a new record, and complete the fields as appropriate.