Edit or Review a Case Note

Once a case note has been added to a case, it might need to be reviewed, approved, or rejected.

To review a case note you must have access to the note or case and have permission to review it.

 

To edit a case note:

  1. Open the required case.

  2. Select the Contents tab.

  3. Find the case note you want to change under the Log subtab.

    If you only want to show case notes, right-click in the Contents area > Select Show Case Notes > All Case Notes.

  4. Use any of these methods to open the case note:

    • Double-click the case note.

    • Select the Options icon.

    • Right-click the case note > Select Edit.

  5. Make the required changes.

  6. Select Save.

    If another user tries to edit a case note while you're working on it, you'll be notified.