Link the Incident to an Activity

1. Select the Links tab.

2. In the Activity Links section, click Add New. A pop-up window will open.

3. Specify how the incident and activity are related in the Link Type field (e.g., Common Call Source, Common Location).

4. Select the appropriate activity from the Linked From Activity pick list.

5. Indicate the date that the incident became associated with the activity in the Link Effective Date field.

6. Type any additional information about the link in the Notes field.

7. Click OK.

8. Click Save, after which this link will be automatically cross-referenced in the linked activity’s record under the Links tab.