Adding a Subject to a Case

Create a subject record to organize information about a person, vehicle, location, item, or business involved in a case.

Before you begin

You need access to the case and permission to add subjects. The case must allow changes, and the subject category or type must be available for that case type.

Add a subject

Open the case and select Subjects.
Select the appropriate category: People, Vehicles, Locations, Items, or Businesses.
Select the add button for that category, such as Add Person or Add Vehicle.
Choose a Subject Type when a selection is available.
Enter the subject details and complete the required fields. The fields vary by category and subject type.
If this is the main subject of the case, enable Primary Subject.
Save the form and confirm that the new subject appears in the case.

Add from the main Subjects page

You can also start from the main Subjects page. Begin the add-subject flow, select the subject type, and choose the case the subject belongs to.

A category or type is missing

Ask your administrator to check the active subject types and the subject categories or types allowed for this case type. A missing or disabled add button can also indicate insufficient permissions or a closed or read-only case.