Link case records to merge or create companion cases

You can link a case to another case to create companion cases. A case may have any number of companion cases linked to it. If you have the appropriate security profile, you can also associate duplicate case records in order to merge them and leave one active case record.

Follow these steps to link case records together.

1. From the Home screen, click Administration > Utilities. The RMS Basis Items screen appears.

2. Click Associate Case in the link menu. The Associate Case screen appears.

3. Under Primary Case, click Search Case, then locate and select the case record to which you want to associate another case. If you are merging duplicated case records, this is the case record that will remain in the system as the case record on which case activities will be performed.

4. Under Associated Case, click Search Case, then locate and select the case record you want to associate or merge with the primary case record.

5. In the Type of Association list, select Companion to link companion cases or Duplicate to merge duplicated case records.
   
   When you link companion cases, both are active cases and remain open.
   
   When you merge duplicate case records, the Associated Case will become frozen and no further updates may be made to it. Also, this case may not be linked to any other cases.

6. In the Additional Comments box, enter any additional information or explanation about the case association.

7. Click Associate Cases.

8. In the confirmation message, click OK. The case records are now linked. Linked cases may be viewed from the Case Overview screen. See View associated cases.
   
   The system sends a notification to each worker assigned to the cases to notify them of the association.