To consolidate related estate management cases

The procedure to consolidate related estate management cases is as follows:

1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
3. Click on Linked Cases. The Linked Cases tab is activated.
4. Click on Link Existing Case. The Link Case - Search Criteria window is displayed.
5. Enter sufficient details for the related case into the fields provided and click on Search 2. The Link Case - Search Results window is displayed, returning all possible matches.
6. Highlight the row containing the exact record match or use Refine Search to enter alternative criteria; click on Case Summary to verify the details of the intended selection.
7. Click on Save. The selected case is displayed in the Linked Cases summary table 3.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 In addition to related estate management cases, the Case classification search field enables ASB, CRM, Feedback, Generic, Home Buy, Homelessness, Housing Options or Support Provision cases to be returned in the results set, and therefore linked to the estate management case in current focus.

3 Any number of system cases may be linked to an individual estate management case file, as required.

See related topics...

Estate management case consolidation activity overview

To detach linked records in an estate management case

Using the search facility