Case Note Review Setting

When you create a case note, you no longer have to manually select the No review required checkbox.

By default, case notes don't have to be reviewed.

 

You change this by editing the type of case note:

  1. Select Admin > Entity Definition > Types.

  2. Expand the type of case note.

  3. Select Edit.

  4. Select the Options tab.

  5. Select the Default to 'No review required' checkbox.