Notes on a case

Owned by Former user (Deleted)
Last updated: Jun 07, 2018 by Linda MacDonald (Unlicensed)
2 min read
  1. Navigate to the case via Case Tracker.




    Add a note on a case

  2. Select the Case and click to open.
  3. Go to Case Management > Notes> Add Note button
  4. A New note will open where you can add a subject, comment and upload a Reference file. You can also assign a type to the note, Note/ Phone/ Email or Fax.

  5. Make sure you select the correct visibility for the note.





    Update/ Change a note on a case

  6. Select the Case and click to open.
  7. Go to Case Management > Notes
  8. Click the Expand/ Collapse button.

  9. Select the Case and click to open.

  10. Update the required information.

    Remove/ Delete (archive) a note on a case

  11. Select the Case and click to open.
  12. Go to Case Management > Notes
  13. Click the Expand/ Collapse button on the note you wish to remove/ delete (archive).
  14. A pop up warning will display, select YES to complete.