How to Add a case to a consolidated case?
What actions can be done to a consolidated case?
Users have the ability to split, undo, or add a case to a previously consolidated case.
There may come a time that a user forgets to add a case with the other cases that were consolidated. There is an easy way to add the individual case to the previously consolidated cases without having to undo the entire previous consolidation.
How to Add a case to a previously consolidated case?
To add a case: Select the Case > Right click Menu > More > Consolidation > Add to Consolidated
When a user is adding a case to a previously consolidated case, they will need to select the new case before choosing the option to Add to consolidation. Once they Select Add to Consolidated, they will have the ability to search for the case that is already consolidated.
It is important to add the new case to the main case that was consolidated. However, users need to be aware that they could have had their defendant letter change and just because the defendant letter is A, does not mean they are the main case of the consolidated cases.
What are limitations of adding to a consolidated case?
- Cases cannot be added to consolidation if they are already a consolidated case.
- Cases cannot be added to consolidation if the case is closed
- Cannot consolidate cases that have an internal status of Investigation!
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