To detach linked ASB cases

The procedure to detach linked ASB cases is as follows:

1. Using the Advanced search spy-glass (),  select ASB Case as the Search for and Search by category, and enter the Case ID 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 ASB Case Details window is displayed.
3. Click on Linked Cases. The Linked Cases tab is activated, revealing a list of all associated ASB cases in the Linked Cases summary table.
4. Highlight the row matching the linked ASB case to be detached from the core case file.
5. Click on Remove Linked Case. The end user is asked to affirm deletion of the link to the ASB case.
6. Click on Save. The detached record is removed from the Linked Cases summary table 2.

Note

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

2 Any ASB case detached in error may simply be re-linked.

See related topics...

ASB case review management overview

To consolidate related ASB cases

Using the search facility