Create a Case Note
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Open the case you want to add the note to.
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Select the Contents tab.
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Right-click in the Contents area > Select New or select the New
icon.
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Select the type of case note you want to add > Select OK.
If your agency has defined a case note input template, the template screen will display.
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Enter a title for the case note in the field provided.
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Enter a description in the field provided.
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Select the Draft checkbox if you want to create a draft case note.
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Classify the case using the drop-down provided.
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Select the values for the attributes.
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If you don't want closure security applied to the case note when the case is closed, deselect the Apply closure security checkbox.
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Use the date and time fields to specify when the case note was actioned.
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Select Save.