Remember that only case notes that have not been approved by a development counselor can be edited. Once a case note is approved it can no longer be edited.
To edit a case note:
- 1
On the Case Notes table, click a case note title to open it.
- 2
If needed, edit the Title and Training Notes fields.
- a.
Click on the proper field.
- b.
Type in the new text or edit the current text.
- a.
Click on the proper field.
- 3
If needed, edit the Category field.
- a.
Hover over the field.
- b.
Click on the search icon.
- c.
Click on Look Up More Records.
- d.
Click on the X to clear the Search field.
- e.
Browse through the categories and click on the space to the left of the one that best matches the case note.
- f.
Click on Add.
- a.
Hover over the field.
- 4
Click on the save icon at the bottom right of the screen.
Note: The system automatically saves changes every 30 seconds. If the save icon is gray and there is no “unsaved changes” message next to it, your changes have been automatically saved.
- 5
Return to the main Case screen by doing one of the following:
- a.
Click on the browser’s back arrow.
- b.
Click on the associate’s name under Case.
- a.
Click on the browser’s back arrow.
Practice:
Edit 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.
- Click the title of a case note that has not yet been approved.
- Edit and save the case note.
- At the top right, click the associate’s name to return to the case.