Editing a Subject

Update a subject when identifying details, contact information, or case notes change.

Edit subject details

Open the case and select Subjects, then choose the relevant category.
Open the subject record and select the Edit control. You can also use an available edit action in the subject list.
Update the relevant fields. The form depends on the category and configured subject type.
Save your changes and review the updated record.

Change the primary subject

Open the subject that should become the main subject of the case and select Set Primary, where available. If the existing primary subject cannot be deselected directly, set another subject as primary instead.

Edit a relationship

Subject details and relationships are separate. To correct a connection, open Linked Entities, unlink the incorrect relationship, and create the correct link. This leaves both subject profiles intact.

Why editing may be unavailable

Check that you have Edit Subjects permission, the case allows changes, and the subject is active. Previously archived subjects may need to be restored before editing.

Note: Access to sensitive identifiers is separately controlled. Editing a subject does not automatically grant permission to reveal a full SSN.