Specify Phase and Line of Enquiry (LOE) Settings for a Case Note
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Open the case note.
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Make sure the Phase & LOE subtab is selected:
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Specify the phase:
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Right-click in the Phases area or select the Options
icon > Select Set Phases.
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Double-click or use the Select
icon to select the required phases.
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Select Apply.
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Specify a line of enquiry: