To link a new category to an ASB case

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The procedure to link a new category to an ASB case is as follows:

  1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
  3. Click on Details. The Details tab is activated, revealing all reported elements of the anti-social behaviour incident in the Categories summary table.
  4. Click on Category Actions. The ASB Category Actions window is displayed.
  5. Using the Select action drop-down field, select the option New Category.
  6. Click on Next. The New ASB Category window is displayed.
  7. Using the Type and Category drop-down fields, select the ASB classification pairings to match the reported incident e.g. Vehicles and Abandoned Car, Violence and Domestic Abuse, etc. 2.
  8. To append further details of the anti-social behaviour to the case file, activate the Add related incident tick box provided.
  9. Click on Save. With the ASB Incident window displayed, record all the details pertinent to the latest incident. This optional step - triggered by the Add related incident attribute - mirrors that covered separately in the topic To create a new incident log for an ASB case.
  10. Click on Save. The additional classification is displayed in the Categories summary table; click on the expansion level pointer icon () to reveal the row detail 3.


Note

1 Additional search criteria may need to be employed (e.g. start date range, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 The choice of ASB type automatically filters the ASB categories available for selection.

3 All automatic tasks linked to the category workflow are also appended to the ASB case.


See related topics...

ASB category progression management overview

To create a new incident log for an ASB case

To reprioritise a category within an ASB case

To define the automatic task path for an ASB category

Using the search facility