Adding a parent to a case

You can assign a case that is in the system to be the parent case of the case that you are viewing. You can use this form to locate and identify the case that you want to become the parent.

  1. Access the case for which you want to create a parent.
  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 > Parent
  5. Specify this information:
    Search Existing Parent Cases
    Select this option to limit the search to parent cases. If you do not select this option, then the results are pulled from all open cases that the agent is eligible to view.
    Parent Case Is
    Type all or part of the case number that is associated with the case that you want to be a parent. Then select an option.
    Specify the reason for establishing a parent-child relationship between these cases.
  6. Click Save.