Specify the Review Settings for a Case Note
  1. Open the case note.

  2. Select the Review subtab.

  3. Select the No review required checkbox if you don't need the case note included in the review process.

  4. To send the case note for review, select Submit.

  5. To start the review process, select Start Rev (available if you're a reviewer).

  6. To reject the case note, select Reject (available if you're a reviewer).

  7. To finalise the case note for review, select Finalise.