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            Create a Case Proceeding

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            Create a Case Proceeding

            Create case proceeding records to track the details of criminal or civil legal proceedings in Public Sector (formerly Public Sector Solutions).

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create case proceedings and add participants and infractions: Case Proceedings

            Before you create a case proceeding, make sure that you have a public complaint and a case for it. See Document an Incident by Using the Complaint Intake Guided Flow and Create a Case Related to a Public Complaint.

            To create a case proceeding:

            1. In the Public Sector: Investigative Case Management app, click the app navigation menu and select Cases.
            2. Select a case.
            3. Click the Case Proceedings tab, and click New.
            4. Enter a name. For example, enter Child Welfare and Protection.
            5. Select a case filing date and time.
            6. Select a type. For example, select Court Action.
            7. Optionally, add a description and specify a sub type, start and end date and time, and status.
            8. Save your work.

            Add Participants

            Add the parties related to a case proceeding and assign roles to them.

            Add Case Participants to a Case Proceeding by Using a Quick Action

            Use a quick action to find existing case participants and add them to a proceeding.

            1. From the App Launcher, find and select Case Proceedings.
            2. Select a case proceedings record.
            3. From the action menu, select Add Participants.
            4. Select the participants to add, and select a role and status for each person.
            5. Click Next.

            Add Participants to a Case Proceeding One at a Time

            Add individual participants to a case proceeding.

            1. From the App Launcher, find and select Case Proceedings.
            2. Select a case proceedings record.
            3. On the Case Proceeding Participants related list, click New.
            4. For Participant, find and select an account or contact.
            5. For Status, select Active.
            6. Select a role for the participant.
            7. Optionally, select a participation type.
            8. Save your work.

            Add an Infraction

            Record offenses or violations related to case proceedings.

            1. From the App Launcher, find and select Case Proceedings.
            2. Select a case proceedings record.
            3. On the Case Proceeding Infractions related list, click New.
            4. For Infraction, find and select a regulatory code violation.
            5. Optionally, enter an infraction reporting reason, select an infraction reporting type, and select a status.
            6. Save your work.
             
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