Specify a Phase for a Case Note
When you create or edit a case note, you can specify a phase for it:
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Open the required case note.
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Make sure the Details tab is selected.
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Make sure the Phases & LOE subtab is selected.
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Select the Options
icon for the Phases area > Select Set Phases.
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Use the Select
icon to select the required phase > Select Apply.
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Select Save.
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