Using the Involvements Tab
NOTE: Some areas in records, such as the Owner area in Vehicle records, also use involvements between records to track information. The Involvements tab is for involving additional records, such as a secondary owner of a vehicle. For information about adding involvements in an area on a screen, see the article "Connecting Records."
To add an involvement:
- From the Adding New or Editing screen, select the Involvements tab.
- Click the Add icon to expand the New Involvement area.
- Select the type of record to involve. For example, Arrest or Traffic Stop.
A list of recently viewed records is displayed. - Do one of the following:
— Select the record to link to the current record.
— Click the search for record link to open the Select screen. Search for the record, and then select the record. The record opens. Click the Involve button to return to the Adding New or Editing screen.
The involvement is displayed. - In the How Related field, enter a description of the relationship between the records.
- To add an alert to the involvement, select the Alert Involvement check box. To remove the alert, clear the check box. The alert uses the text in the How Related field. When the record is saved, the alert is added to both records.
- Repeat steps 2–6 to add additional involvements.
- To remove an involvement, click the Remove icon.
- Save the record by clicking one of the save buttons.