How to add a case link record

By definition, a Case Link is a form attached to the same case type. You can add one or multiple case links which are represented in the tabs above the table.


There are three ways to add a case link record


How to add a case link record after adding a case record

Select Cases on the side menu

  1. Choose the Case you want to add a record to
  2. Click Add Record button

The button title for adding a record is automatically substituted by the case name (Add Case Name)

  1. Fill in all the needed information for the case and click on Save and Continue

  1. Fill in all the needed information for the case link and click on Save

  1. The case link record is now added

In case you configured a Multiple case link record, then you are able to add multiple entries for the same case record

  1. Search for the record in the case link tab to validate your data entry

How to add a case link record after editing a case record

Select Cases on the side menu

  1. Navigate to the Case you want to edit a record from
  2. Select the record and click on the Edit icon

  1. Edit the needed information of the record then Save and Continue

  1. Click on Add record in the case link section

  1. Fill in all the needed information and click Save

  1. Search for the record in the case link tab to validate your data entry

How to add a case link record in case profile

Each beneficiary has a case profile that shows its Basic Information, Case Links, and Recorded Services

  1. View Case Profile of a beneficiary
  2. If no case link is filled, click on the form link on the right side and fill the form

  1. The case link record is now added