Adding a child to a case

You can assign a case that is in the system to be a child 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 child.

  1. Access the parent case for which you want to create a child.
  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 > Child
  5. Specify this information:
    Child Case Is
    Specify all or part of the case number that is associated with the case that you want to be a child. Then select an option.
    Reason
    Specify the reason for establishing a parent-child relationship between these cases.
  6. Click Save.