1. Select the History tab. The Activity History sub-tab opens with a list of entities (i.e., Persons, Organizations, Vehicles, and Items) that have been involved in the record you are viewing. The Incident History sub-tab displays a list of any modifications that have been made to the record since its creation.
2. To link all of an incident in the grid to a case, select any incident in the grid and click Add to Case. A pop-up window will open.
3. Specify how the incidents are related to the case in the Link Type field (e.g., Similar M.O., Same Class, Location).
4. Select the appropriate case from the Linked to Case pick list.
5. Indicate the date that the incidents 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 then Save.
Note: These links will automatically be cross-referenced in the linked case’s record, as well as in each of the linked incidents’ records, under the Links tab.
