Add a Case Note

Case notes must be approved by a development counselor. Once a case note is approved, it cannot be edited. Case notes are saved with the case.

To add a case note:

  1. 1 Go to the Meetings and Case Notes section of the case and look for the Case Notes table.
  2. 2 On the Case Notes table, click the add sign.
  3. 3 Click the Title field and enter a title for the case note.
  4. 4 Click the Category field and click the search icon.
    • a. Click an item to select it.
    • b. To see the complete list, click Look Up More Records.
    On the Look Up Record screen, scroll through the list, click the white space to the left of the item to select it, and click Add. Note: On this screen, do not click the list item itself. That opens another window about that list item.
  5. 5 Click the Training Notes field and enter a note.
  6. 6 At the top of the window, click Save and Close.
  7. 7 The case note is now listed in the Case Notes table.

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Practice:
Add a Case Note

Complete the tasks listed below in the training system. When you finish, return to this training page and move to the next task.

  • Go to the Meetings and Case Notes section of an associate’s case.
  • Add a case note to the case.
  • Click Save and Close.
  • Confirm that the case note is listed in the Case Notes table.