5.1.11.1 Viewing Related Cases

To view the related cases for a parent case:

1. Click Actions menu and select Related Cases. The Related Cases page for the parent case is displayed with list of related cases.
   Details of each related case such as its link status, case id, case status, reason, title, involvement party, tax id, assignee, case created on, and actions you can take on the case are listed.

   If a case has a common entity, account or customer, then it is categorized as related cases and the status of these cases under Link Type column is blank.

2. To view details of the individual related case, click the case id.
   The related case details such as overview, related entities, related accounts, events and transactions, evidence and comments, and audit history tabs are displayed. Click the required tab for more details.
3. To add a case that is not a related case by default, click Browse Case to add, select the required cases and click Submit.
   A successful message is displayed after the cases are added.

   Since the cases are added manually, the status of these cases under Link Type column is updated as User Linked.

4. You can search for cases using the search bar and sort the rows alphabetically using the Sort By drop-down menu.