Select a case record for linking

The general case search tool also appears when you are working in a different type of record and searching for a case for linking. The steps begin after you click the button or link to begin the case search.

The Case Search screen appears.

1. Enter search criteria for the case you want to select. The most efficient way to locate a case is to enter its case ID or other reference number.

2. Click Search. The matching cases appear in the results grid.

3. Click the select link to view the case information and verify the correct case for linking. The Case Overview screen appears. Click Close to return to the search results.

4. Select the check box for the case you want to link.

5. Click Select to complete the case linking. You are returned to the original screen.