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
- Choose the Case you want to add a record to
- Click Add Record button
The button title for adding a record is automatically substituted by the case name (Add Case Name)
- Fill in all the needed information for the case and click on Save and Continue
- Fill in all the needed information for the case link and click on Save
- 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
- 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
- Navigate to the Case you want to edit a record from
- Select the record and click on the Edit icon
- Edit the needed information of the record then Save and Continue
- Click on Add record in the case link section
- Fill in all the needed information and click Save
- 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
- View Case Profile of a beneficiary
- If no case link is filled, click on the form link on the right side and fill the form
- The case link record is now added
