Add a location to an investigative case

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add locations that are related to an investigative case created in the Investigative Case Management application.

    Antes de Iniciar

    Role required: Investigator, admin

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    Not all of the fields are mandatory, but there is a minimum amount of information required for the record to be considered complete and thus searchable within the case workspace. For more information on entity completeness rules, see Completeness Rules by Investigative Case Management Entity Type.

    Procedimento

    1. Navigate to the CSM Configurable Workspace and select My active cases.
      Alternatively, you can select a case using the CSM Configurable Workspace Lists menu by selecting Lists > Investigative Cases > All and selecting the case.
    2. Select the case you wish to add a location entity to.
    3. Select the Location tab.
    4. On the form, fill in the fields with information about the location.
    5. Enter a brief description of the relationship this location has to the case, then select Save.
    6. Opcional: Once other entities have been added to the case, you can link them to any number of entities associated with the case.
      For example, if you've already added a person in the Persons entity tab, you can associate this location with the person. To do so, select Link Associated Entity, and select the existing entity via the dropdown.