Specify Disclosure Settings for a Case Note
  1. Open the case note.

  2. Select the Disclosure subtab.

  3. If you don't want the case note to be disclosed:

    1. Select the Excluded checkbox.

    2. Enter a reason to explain why the task is excluded from the disclosure process > Select OK.

  4. To disclose the case note:

    1. Select the Signed off for disclosure checkbox.

    2. Select the Comments button > Enter details about why the case note can be disclosed.