Add an event to an investigative case

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

    • Add investigative incidents or events 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

    With Investigative Case Management, investigators can create incident and investigation event records to help capture the timeline for important events that happen during the investigation, and the timeline of the investigation itself. The entity tab list can be filtered by investigation events or incident events.

    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 Event entity to.
    3. Select the Event tab.
    4. Select the event type, Investigations or Incident.
    5. On the form, fill in the fields with information about the event, such as the event details, and date and time.
    6. Enter a brief description of the relationship this event has to the case, then select Save.
    7. 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 location in the Persons entity tab, you can associate this event with the person. To do so, select Link Associated Entity, and select the existing entity via the dropdown.