Assign an Involvement to a Tangible Entity

  1. Open the required case.

  2. Select the Entities tab.

  3. Select the Involvements subtab.

  4. Select the tangible entity you want to set an involvement for.

  5. Select the New Involvement icon or select the Options icon > New Involvement.

  6. Select the type of involvement in the drop-down provided.

  7. Select Save.

    There are several ways to see entities and their involvements.

    See View Involvements of Tangible Entities.