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Field Services · Detailed task guide

Create and Work an Enforcement Case

Cases maintains investigation status, violations, compliance dates, enforcement actions, and connected records. A call can be its originating event without being the entire investigation.

Before you beginOpen Records → Cases → New Case, or Create Case on the relevant call. Gather the subject, animal, location, investigation type, and assignment.

Step-by-step instructions

  1. Enter Case Title, Case Type, Priority, Assigned Officer, Compliance Due, Next Follow-up, and Summary as appropriate.
  2. Link Originating Call, Subject / Responsible Person, Involved Animal, and Incident Address. Confirm each permanent identity before saving.
  3. Select Create Case and review the case number and Case Control values.
  4. Use Violations to record code/ordinance, violation date, description, responsible person, and compliance deadline, then Add Violation.
  5. Use Enforcement Actions for warnings, notices, citations, court filings, reinspections, or case notes. Record action date, reference, amount or dates when appropriate, and description before Record Action.
  6. Keep Status, Next Follow-up, Compliance Due, and the investigation summary current. Use Save Case after valid control changes.
  7. Review Linked Records and Case History for supporting context. When closing a case, document the appropriate disposition/closing summary and preserve related records.

Screenshots

Select an image to open the full-resolution screenshot. Long forms may extend below the initial view.

Case creation links the originating event with subjects, animals, and location.
Figure 1. Case creation links the originating event with subjects, animals, and location.
The case workspace includes control fields, violations, enforcement actions, linked records, and history.
Figure 2. The case workspace includes control fields, violations, enforcement actions, linked records, and history.

Practical checks

A narrative enforcement action is not automatically the same as issuing a civil citation with a linked charge. Use Citations for that record and financial linkage.

Troubleshooting

What you seeWhat to check
A follow-up is missedReview the case deadline and assign an appropriate task or diary reminder.
The wrong subject is linkedResolve the identity before recording additional enforcement actions.
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