The Link Case feature allows you to easily find related cases and link an existing case to an open case.
to Administrators: This feature must be enabled by the administrator. To configure this feature, access Case Categories and select any B code. Then, set the Type field to "Case ID Ref".
To find and link a related case:
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From an open case, find the case reference field and click the Search Related Cases button. The Search Case for Reference screen will display.
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Click the Search button. The Matching Cases section will display on the screen.
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From the list of matching cases, find the case you want to link your open case to. On the case row, you can do one of the following:
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Click the Open Case button to open the case and view it before linking.
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Click the Link Case button to link the case to your open case.
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After clicking the Link Case button, the case you opened previously will display. Verify the correct Case ID is displayed in the case reference field.
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Click Save. The cases are now linked.
Linking Cases
The following video will walk you through linking cases.