Specify a Phase for a Case Note

When you create or edit a case note, you can specify a phase for it:

  1. Open the required case note.

  2. Make sure the Details tab is selected.

  3. Make sure the Phases & LOE subtab is selected.

  4. Select the Options icon for the Phases area > Select Set Phases.

  5. Use the Select icon to select the required phase > Select Apply.

  6. Select Save.