Adding Notes

To add a new Note to a case,

1. If this is the first Note for the selected case, a blank Note Detail screen will display. An Entry ID of 1 will be assigned to the first note in a case.
2. If Notes already exist for the case, the last Note will display. Click on the Add button on the Case ribbon to open a new blank Note entry screen. An Entry ID will be assigned the next sequential number.

3. The current date and time will populate the Date field. Click on the Calendar icon or click into the field to enter a different date or a new time if needed.

A future date is not allowed and will trigger a validation warning.

4. The Staff field will pre-fill with the Staff Code of the currently logged  user by default but may be changed by clicking the Staff dropdown. All active staff codes from the Staff Directory will be listed.
5. Select a Topic from the dropdown list in order to save the Note. Topics are defined in the Case Note Topics Mini Directory. The Topic field is required, and a validation warning will display when attempting to save a note without a Topic.
6. Enter the desired note text into the text field. If rich text is enabled, click on the Display as Rich Text button to convert the note text to rich text. Apply any rich text formatting as desired. Use the spellchecker on the note text by clicking the Spellcheck icon on the Quick Access Toolbar.
7. If you have elected to use the Case Status tab in the case type and it includes Note information, the Case Status check box will be available. Click on the Case Status check box to select information from this Note to be displayed on the Case Status tab.

The Case Status option in the Case Note Topics Mini Directory can be set to automatically select the Case Status check box in a Note when a specific Case Note Topic is selected.

8. Click on the Save button on the Case ribbon to save changes to the Note.
9. Click on the View List button to return to the list of Case Notes.