Case Note Permissions

Case note permissions control access to case notes.

The following case note permissions are available:

 

The table explains these.

Case Note Permission What You Can Do If You Have This Permission
Can change attribute history date/time Change the date and time that's recorded on case note attributes that have been specified as Behaviour-historical.

We recommend you restrict access to this permission because these changes could affect attributes used in case management queries and reporting.

For example, status and workflow type attributes.

Can bulk load documents and images

Upload multiple documents and images to a case note.

Enables Bulk load menu item under the Overflow tab on case notes.

Bulk load allows you to import documents and images in bulk from specified directory.

Can maintain file import definitions

Manage file import definitions for a case note.

Enables the File Import menu item under the Overflow tab on case notes.

File import allows you to create entities from file.