Copying a Note

There may be times when a Note should be added to multiple cases. Needles allows an item or items from any list tab within a case folder to be copied to another case or cases using the Copy Feature. One or multiple items can be copied while in List View. A single item can be copied to one or multiple cases while in Detail View.

To copy or move items to multiple cases at one time, Mass Update permissions should be enabled.

To copy one or more Case Note items from the Notes List View to another case or cases:

1. Select the desired Note item to be copied or use CTRL + CLICK to select multiple Note items.
2. Click the Copy to Other Case(s) button on the Case ribbon.
3. If the active case is linked to any Companion Groups or there are other Case Folders currently open, the Case Selection Window will display showing any companion cases for the active case and any other cases that are currently open.

4. If the active case is not linked to any Companion Groups and no other Case Folders are currently open, the Copy/Move Items message will display the following options: One Case, Multiple Cases, or Cases from a Report.

• One Case - If only copying or moving to one case, select the One Case option, and click the OK button. A Search Window will display allowing a search to be performed for the desired case.
• Multiple Cases - Selecting the Multiple Cases option will display an empty Case Selection Window allowing cases to be selected using the Search or Report options. Clicking on the Search option allows individual cases to be searched and selected one at a time, while the Report option will allow a standard or user defined report to be run and cases to be selected from the results. After making selections, click the OK button.
• Cases from a Report - Selecting the Cases from a Report option displays the Report Selection Window. Select the appropriate report and click OK to run it. The resulting cases will be displayed in the Multiple Selection Window allowing for selection of multiple cases. To select all cases, click the selection check box at the top of the selection column. After making selections, click the OK button.

5. Once a case or multiple cases have been selected and the OK button clicked on the Selection Window, the Copy Item(s) message will display. Click the Yes button to copy the selected Case Note item(s) or click No to cancel the copy process.

6. If Yes was clicked, the selected Case Note items will be copied to the selected cases and the Items Copied confirmation message will display.

7. Click the OK button to return to the Case Notes tab.
8. Click the Save button on the Case ribbon to keep your changes.