Adding Details to Case Records

Numerous views allow users to add supporting documentation and activities to a case record.

This task is a step in Process of Developing Cases.

To add details to a case record

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 appropriate view, and create a new record.

   The following table describes some of the views.

   View	Description
   More Info	Use this view to view some case fields and to enter values in some of these fields.
   Accounts	Use this view to associate existing account records with the case and create a new account record. For more information, see Adding Accounts to Cases.
   Approvers	Use this view to review the approvers that are listed in the approval template for the case. For more information, see Reviewing Approvers for Cases.
   Activities	Use this view to create the follow-up tasks for the case and to assign each task to a team member. For more information, see Managing Activities for Cases.
   Plans	Use this view to manage benefit plans and service plans for the case. For more information, see Process of Managing Benefits for Cases and Creating Service Plans for Cases.
   Assessments	Use this view to assess the case. For information about creating and using assessment templates, see Siebel Applications Administration Guide.
   Activity Plans	Use this view to associate a predefined activity plan containing activities with the case. For more information, see Managing Activities for Cases and Siebel Applications Administration Guide.
   Attachments	Use this view to associate electronic files, such as documents, images, and other media, with the case. For more information, see Adding Attachments to Cases.
   Assets	Use this view to associate assets with the case and change case assets to evidence records. For more information, see Creating Evidence Items from Assets.
   Evidence	Use this view to create a new evidence record for the case. For more information, see Process of Managing Evidence Items.
   Contacts	Use this view to associate existing contact records with the case or create a new contact record. For more information, see Adding Contact Information to Cases.
   Leads	Use this view to create lead records for the case. For more information, see Process of Managing Lead Information.
   Notes	Use this view to add other information to the case record. For more information, see Adding Notes to Cases.
   Calendar	Use this view to manage appointments and tasks for the case. For more information, see Arranging Case Meetings.
   Incidents	Use this view to associate existing incident records with the case or create a new incident record. For more information, see Process of Managing Incident Reports.
   Related Cases	Use this view to associate other case records with the case.
   Service Requests	Use this view to initiate a request for action or service fulfillment for the case. For example, you can use this view to request a transfer of cold case files from another agency or to request research information from another agency. For more information about service requests, see Siebel Field Service Guide.
   Addresses	Use this view to associate existing address records with the case or create a new address record. For more information, see Adding Addresses to Cases.
   Households	Use this view to record details relating to a household rather than an individual. For example, if officers investigate a domestic disturbance at a household, then they can record information for that household rather than for an individual. For more information about households, see Siebel Applications Administration Guide.
   Groups	Use this view to associate existing group records with the case or create a new group record. For more information, see Creating Profiles for Groups.
   Group Suspects	Use this view to associate existing suspect records with the case or create a new suspect record. For more information, see Creating Profiles for Group Suspects.
   Partners	Use this view to track third-party organizations that are involved in the case. For more information, see Siebel Partner Relationship Management Administration Guide.
   Projects	Use this view to enter information about current projects for the case. For more information, see Siebel Partner Relationship Management Administration Guide.
   Proposals	Use this view to create proposals for the case. For more information, see Siebel Correspondence, Proposals, and Presentations Guide.
   Presentations	Use this view to create presentations for the case. You can use preconfigured templates. For more information, see Siebel Correspondence, Proposals, and Presentations Guide.
   Literature Distribution	Use this view to record literature that agents distribute to contacts for a case. For more information, see Adding Literature to Cases.
   Vehicles	Use this view to document the characteristics of vehicles that are owned by individuals who are associated with the case.
   Claims	Use this view to add information about insurance policy claims. For more information about creating claim records, see Siebel Insurance Guide.
   Diseases	Use this view to associate a disease or medical condition with the case. For more information, see Creating Disease Records.
   Audit Trail	Use this view to determine who modified the case record and when the user made the changes.
   Verification Plans	Use this view to verify the information in an application for the case. For more information, see Verifying Application Information.
   QA Plans	Use this view to perform a quality assurance review for the case. For more information, see Performing Quality Assurance Reviews.
   Appeal Cases	Use this view to see appeal cases. For more information, see Creating Appeal Cases.
   Case Time Tracker	Use this view to assign user time to the case. For more information, see Assigning Time to Cases Using Time Tracker.
   Court Activities	Use this view to add court information to the case. For more information, see Managing Court Information for Cases.