Document number: 11627

 

To add a related case:

1. Login and enter the case number from the previous case. Then click Search.
   
   If you don't know your case number, select a representative with the same number. For example, if you login as CCSTDNT100, select C100RepLast for Company100. Then you can look up the recent case associated with that representative.
   
   
2. When the case opens, select the Related Cases tab.
   
   
3. You have two options on the Related Cases page: Relate an Existing Case, and Create and Relate a New Case. Select Create and Relate a New Case.
   
   
4. Next, you define the relationship between the current case and the new case. Select Sibling as the Relationship Type.
   
   
5. Select Equal as the options for the current case, then the new case that you are creating. Click OK.
   
   In the Information section, leave the defaults as selected. This enables the system to copy case information to the new case for the Customer, Problem, and Resolution.

You have created a related case. It is automatically saved to the current case.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 02/07/2003