Adding a related case

You can assign a case that is in the system to be a related case of the case that you are viewing. There is no hierarchical status between related cases.

  1. Access the case for which you want to create a related case.
  2. Click Relationships. The Relationships report is shown. It shows cases that are related as child, parent, or related.
  3. Click Add Relationship.
  4. Select Relationship > Related
  5. Specify this information:
    Related Case Is
    Specify all or part of the case number that is associated with the case that you want to be related. Then select an option.
    Specify the reason for establishing a relationship between these cases.
  6. Click Save.