There may be instances where a new case has been raised but there has been a previous case, which has already been created, that was similar in nature or a progression and may affect the outcome of the new case - a Related Case.
 

To relate a Case

• Go to the following area:
  • Latest (left-hand) menu: Case Management > Cases
  • Pre 2025 menu: Personal Data > Case Management
• 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

• From the screen presented locate the appropriate case that is to be related to the new case. If there are lots of case records then the filters in the column headings can be used to more easily locate the correct case.

• 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