Create an Incident Workgroup

The following procedure is an example of creating an incident workgroup.

Keep in mind that you can open any record for the incident, not just the ones identified in this procedure. Also keep in mind that the steps are the same for creating other types of workgroups.

1. Right-click an incident in an incidents report and select Open > Incident.
   The incident displays on the content pane.
2. Click the Contacts tab.
3. Right-click a contact and select Open.
   The contact opens on a subtab.
4. To open additional records associated with the incident, repeat the previous two steps, replacing the references to contact information with information about the type of record you are opening.

   When you click Save on any record in the workgroup, all records in the workgroup are saved. Likewise, when you click Save and Close on the ribbon, all records are saved and closed.

   Note: If you close any record in a workgroup without saving it, it does not impact your changes on any of the workgroup’s other records.

   Now, if you open a second incident, all the records associated with your first incident remain open, grouped on a single tab, with the number of records in the workgroup displayed in parentheses on the tab. Just as you did with the first workgroup, you can open as many records as necessary for the second incident to create another workgroup. You can also open as many workgroups as necessary. A workgroup is active until you close it. If you reopen the incident, only the incident is opened and not the associated records that were part of the workgroup from the earlier editing session.