You can update a Case Activity by using one of three methods:
• | From the Case Activity tab of an existing Case. |
For more information on searching and selecting a Case, refer to Review Cases.
• | From the My Case Activities link under the Recent Activities section on your Home page. You must be associated with at least one existing Case Activity for the link to appear. |
For more information on My Case Activities, refer to Show My Case Activities.
• | When creating a new Case Activity. |
For more information on creating a Case Activity, refer to Create Case Activity.
1. Open the Edit Case Activity page of the Case Activity you want to update, using one of the methods mentioned above.
Make the necessary changes to the top section then click the Update Activity button to save.
2. | To notify specific users of the case update, click the Notify User/Supervisor button to open the Notify User/Supervisor form. |
Select one or more Users to notify and type a Comment.
Click Send to send a Notification message to the selected users informing them of the case update. The notification appears on the users home page under Notifications.
For more information on notifications, refer to Notifications.
3. | In the Officer section, optionally click the Assign Myself link to add yourself as the officer, click on the Assign Officer Group link to assign two or more officers, or click on the Assign Officer link to add one officer. |
4. | Optionally, click the Add Narrative link to add a Narrative. |
Give the Narrative a Title and enter your comments using the available format options. The system auto-saves the Narrative every sixty seconds in the event the connection is lost or the computer becomes unusable.
You can use the formatting icons to customize the layout of your narrative. The built-in Spelling and Grammar Checker identifies mistakes and corrects them as you type.
You can insert an image by clicking on the Image icon.
Note: For more information on Narratives, refer to Narrative Tab.
Note: You have the ability to reference the Case Activity Narrative on the Incident Narrative using the Quick Reference icon. For more information, refer to Narrative Tab.
Optionally, click the Print button to print the current narrative. For more information on Case printing, refer to Print Case.
Click the Save button when you are finished, then click Go Back to return to the Case Activity.
With proper permissions, you can view, edit, or delete the Narrative by clicking on the respective icons in the Actions column.
5. | With proper permissions, you can create a Supplement to a Case Incident that appears in the grid. Click on the Create Supplement icon. |
A prompt appears asking you to select the Supplement Responsible User.
Click into the field then choose an available name from the list, then click Save to create the Supplement.
6. | Optionally, click on the Associate Field Contact link to search for and select a Field Contact. For more information on searching and selecting Field Contacts, refer to Field Contacts. |
7. | Optionally, associate Warrants to the Case Activity. Click on Select Case Warrant to choose a Warrant related to the Case if any, or click on Associate Warrant to search for and select a Warrant that is not related to the Case. |
8. | Optionally, click on the Associate Field Arrest to search for and select a Field Arrest. For more information on searching and selecting Field Arrests, refer to Field Arrest. |
9. | People, Vehicles existing on Incidents, Field Contacts, and Field Arrests associated to a Follow-up Investigative Case will appear to relate to a case activity. If People and Vehicles exists, click Select Case Involved Name in the Involved Names and Organizations section to relate a name and business. Click Select Case Involved Vehicle in the Involved Vehicles section to relate a vehicle. |
11. | When finished updating the Case Activity, click Go Back to return to the previous screen. |