To create a new linked record via an existing estate management case

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


The procedure to create a new linked record via an existing estate management case 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 Create New Linked Case. The Select Case Type window is displayed.
  4. Using the Case type drop-down field, select the specific case classification option matching the linked record to be created i.e. Estate Management, Generic Case, Homelessness or Support.
  5. Click on Next. The prescribed case creation wizard is launched, matching the selected classification, ready to define the attributes of the linked record. This procedural step mirrors functionality covered separately in the topics To manually generate a new estate management case, To start a new generic case, To start a new homelessness case, or To start a new support provision case.
  6. Once created, the new associated case file is displayed in the Linked Cases summary table 1.


Tip

1 By default, all linked cases are displayed numerically, by their assigned unique reference; to aid analysis, rows can be reordered by clicking on any of the available headings.

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.


See related topics...

Estate management case consolidation activity overview

To manually generate a new estate management case

To start a new generic case

To start a new support provision case

To consolidate related estate management cases

To detach linked records in an estate management case

Using the search facility