In the add-on Case Management module, you may raise a new case that relates to a previous case already on the system. For example, where the issue is similar in nature, forms part of an ongoing matter, or could influence the outcome of the new case. In these instances, you can link the two existing cases together as related.
- Go to Case Management > Cases
- Click on the case that is to be related to another existing case
- Click View Related Cases
- In the Related Cases screen click Add Related Case
- Locate the case you want to relate it to. If there are lots of case records, use the filters in the column headings to find it more easily
- Click on the case and then click Save
- The case will now be displayed as a Related Case
- Further cases can be related if required
| Note: If multiple employees are added at the point of raising a case, the resulting individual cases will automatically be linked to one another as related cases. For step-by-step instructions see Raising a case. |
| Note: If your case has related cases linked to it, you will sometimes see the option to copy the action to the other related cases, saving you admin time. |
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