Case Notes - Overview

 

Case Notes can be entered at any time while you are using the application within a specific case, since case notes pertain to a particular customer.  Just click the 'Notes' icon in the upper right hand corner of the page.

 

There is a 48 hour window within which case notes can be updated.  After that, the only person that can edit a case note is a supervisor.  Case notes may only be deleted by a supervisor.

 

If a case note is modified,  the case note is updated to display the user name of the user who last updated the record with the date and time stamp updated to reflect when the last update occurred.  

 

If you are only wishing to view an existing case not (not making edits), to close the case note DO NOT click the 'Save' button as this will update the date and time stamp for the note, even if no edits were made.  Rather, close the window by clicking on the X in the upper right hand corner of the case note window.