View companion cases

A case may be linked to other companion cases, or it may be linked to show that cases were duplicated in the system. Duplicated cases are merged in the system, leaving one case that may be updated.

View associated cases as follows:

  1. From the Home screen, click the Case tab. The Case Workload screen appears.

  2. Click the case ID number link for the primary case you want to view. The Case Overview screen appears.

  3. Under Case Actions, click Linked/Associated Cases. The Linked Cases screen appears.

  4. Click the [case ID] link to view the details for the linked case.

  5. (Optional) Click unlink to unlink the case from the primary case.

  6. Click Close to return to the Case Overview screen.