Create a Case Note

  1. Open the case you want to add the note to.

  2. Select the Contents tab.

  3. Right-click in the Contents area > Select New or select the New icon.

  4. 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.

  5. Enter a title for the case note in the field provided.

  6. Enter a description in the field provided.

  7. Select the Draft checkbox if you want to create a draft case note.

  8. Classify the case using the drop-down provided.

  9. Select the values for the attributes.

  10. If you don't want closure security applied to the case note when the case is closed, deselect the Apply closure security checkbox.

  11. Use the date and time fields to specify when the case note was actioned.

  12. Select Save.