Specify Phase and Line of Enquiry (LOE) Settings for a Case Note
  1. Open the case note.

  2. Make sure the Phase & LOE subtab is selected:

  3. Specify the phase:

    1. Right-click in the Phases area or select the Options icon > Select Set Phases.

    2. Double-click or use the Select icon to select the required phases.

    3. Select Apply.

  1. Specify a line of enquiry:

    1. Right-click in the Line of Enquiry area or use the Options icon > Select Set Lines of Enquiry.

    2. Double-click or use the Select icon to select the required lines of enquiry.

    3. Select Apply.