Although most data entry operations are specific to the individual data forms and will be described under the corresponding sections (e.g., Incidents, Activities, Items), some functions are identical for a number of data forms, and these will be described only once and then cross-referenced throughout this guide. For instance, as you proceed through the Case data form, you will notice that procedures for some operations for cases are identical to the ones that are available for incidents. Whenever this is so, the Cases section will provide cross-references to the relevant chapters in the Incidents section instead of the full descriptions of the corresponding operations.
The common record functions/forms include the following:
· Recording related contact information (the Contact(s) tab).
· Specifying all involvements of an occurrence (the Involvements tab).
· Reviewing related record’s involvements (the History tab).
· Linking a record to another record (the Links tab).
· Attaching a file to a record (the Attachments tab).
· Setting major record’s control options (the Controls tab).
· Auditing the changes made to a record (the Audit History tab).
· Merging records’ duplicated data (the Merge button).
