Link an Activity to an Incident
1. Select the Links tab.
2. Select the Incident Links sub-tab.
3. To create the link between an existing Incident record and your Activity record, click Add New. A pop-up window will open.
4. Specify how the activity and the incident are related in the Link Type field (e.g., Escalated to Investigation, Follow-up).
5. Select the appropriate incident from the Linked To Incident pick list.
6. Indicate the date that the activity became associated with the incident in the Link Effective Date field.
7. Type any additional information about the link in the Notes field.
8. Click OK. After saving, the created link will be automatically cross-referenced in the linked Incident record under the Links tab.
