Notes on a case

Navigate to the case via Case Tracker.

Add a note on a case
Select the Case and click to open.
Go to Case Management > Notes> Add Note button
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.
Make sure you select the correct visibility for the note.

Update/ Change a note on a case
Select the Case and click to open.
Go to Case Management > Notes
Click the Expand/ Collapse button.
Select the Case and click to open.
Update the required information.
Remove/ Delete (archive) a note on a case
Select the Case and click to open.
Go to Case Management > Notes
Click the Expand/ Collapse button on the note you wish to remove/ delete (archive).
A pop up warning will display, select YES to complete.

Add a note on a case