Add a Sticky Note

To add a sticky note:

1. 1 Go to the Sticky Notes section (on the main Case screen).
2. 2 Click on the add icon (at the right of the screen).
3. 3 Click on the search icon in the Type field.
4. 4 Select the sticky note’s classification type.
5. 5 Hover over the Issue field and click on the search icon.
6. 6 Click on the category that best describes the issue. Note: Some categories have more issues than others. If you are unable to see (or have questions about being able to see) all issues, do the following:
   
   
   • a. Click on Look Up More Records.
   • b. Scroll down the list until you find the correct issue.
   • c. Click to the left of the issue to select it. You should now see a check mark by the issue you selected. Note: Do not click on the blue hyperlinked text. Clicking on it will take you to a screen describing the issue category.
   • d. Click on Add.
7. 7 Next, review the Date field. DECM automatically populates this field with the date the sticky note is created.
   
   If you need to adjust the date:
   • a. Click on the Date field.
   • b. Click on the calendar icon.
   • c. Click on the correct date.
8. 8 Type your notes in the Description field.
9. 9 Click Save (at the bottom right of the Sticky Notes screen).