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Link an Incident to a Case

 
Note: This function is also accessible via Link New Incident   under the General tab.
 
1.       Select the Links tab.
 
2.       In the Linked Incidents section, click Add New. A pop-up window will open.
 
3.       Specify how the incident and the case are related in the Link Type field (e.g., Common Suspect, Similar M.O.).
 
4.       Select the appropriate incident from the Link Incident To Case pick list.
 
5.       Indicate the date that the incident became associated with the case in the Link Effective Date field.
 
6.       Type any additional information about the link in the Notes field.
 
7.       Click OK.
 
8.       After saving, the created link will be automatically cross-referenced in the linked Incident record under the Links tab.
 
Note: The data contained in the linked Incident record (including Involvements, Narratives, Attachments, Investigation, and Loss Summary) will be automatically imported into your Case record. This will be reflected in the Summary section on the right side of the Viewing pane under the General tab.