Case Report - Creating a Follow Up Case Report

The Follow Up tab of the Case Report dialog is used to create a follow up case report. This help topic contains descriptions of the fields on the Follow Up tab. 

Field Name Description

Agency list

The agency the case report is associated with.

Case Number list

The case number associated with the case report.

Clicking inside the Case Number text box automatically populates the first four digits as the current year. After entering the number's remaining digits, the Report Writing application automatically verifies its validity with your agency's Enterprise Records database. If the case number does not exist in the database, the Case Number text box turns red, and the following error message displays below it: Case Number is Invalid. 

When finished, click the Start button. Depending on whether the case number you entered is in use on another case report, the following occurs:

When the case number...  The following occurs:

Is not in use on another case report.

The Case Report module opens, and the Import page displays.

Is in use on another case report with a status of In Progress or Rejected.

The Active report exists dialog displays, where you can choose to become a contributing officer on the case report by clicking the Start button, or close the dialog and return to the Home page by clicking the Cancel button.

For additional information on contributing officer functionality for case reports, see Case Report - Contributing Officers.

Is in use on another case report with a status of Pending Review or RMS Queue.  

The Recall Report dialog displays, stating that the case report was already submitted for review, but can be recalled. Click the Recall button to recall the follow up case report, or Cancel to close the dialog and return to the Home page.

If you were not the one who submitted the case report, recalling it adds you as a contributing officer. 

Is in use on a case report that has a status of Under Review or is currently being reviewed by Enterprise Records personnel.

The Recall Report dialog displays, stating that the case report is currently being reviewed. Click Dismiss to close the dialog and return to the Home page.

Was used on a case report already approved by Enterprise Records personnel.

The Submitted report exists error message displays, stating that you cannot view the report. Click Dismiss to close the error message and return to the Home page.

Return to the Creating a Case Report help topic.

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