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Release: Australia · Updated: 2026-03-10 · Official documentation · View source

Configure relationship types for an entity record in Investigative Case Management

As an admin, you can add or remove relationship types used to classify the relationship between two entities in a case.

About this task

For more information about relating entities to a case, see Add entities to an investigative case.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Task Relationships > Relationship Types.

  2. Select New.

  3. On the form, fill in the fields.

  4. Select Submit.

Result

The relationship type definition is now created, and will display in the relationship type dropdown menu when an investigator moves to associate an entity to a case, or an entity to an entity.

What to do next

An investigator can use this relationship type to define the relationship between an entity record and a case, or between two entities. For more information on how to link entities to a case, see Associate and link evidence to entities. For more information on how to link entities to each other, see Associate and link multiple entities.