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            Record and Track Events Using Case Episodes

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            Record and Track Events Using Case Episodes

            Create case episodes to represent events related to legal proceedings, such as remanding a defendant to detention, suspending a driver's license, or temporarily placing a child in foster care for the duration of legal proceedings.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create case episodes: Case Proceedings
            1. From the App Launcher, find and select Cases.
            2. Select a case.
            3. On the Case Episodes related list, click New.
            4. Enter a name. For example, enter Short-Term Foster Care.
            5. For Subject, select the account or contact for the appropriate case participant. For example, select the child's person account.
            6. Select an Episode Type. For example, select Placement.
            7. Specify a start date and time.
            8. Optionally, add a description and specify an episode reason, episode sub type, end date and time, and status.
            9. Save your work.
             
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