Case Notes

This section allows you to make notes about the case. Each agency can have their own confidential notes that no other agency’s personnel can view. The view will default to your own agency. If you wish to view other agencies’ notes, and you have authority to do so, you must select *ALL – All entries in the Agency field.

From the MENU: Case, Case Notes:

From the CASE DETAIL screen:

To Add a case note:

  • Entry date/time: Add the date/time of the note, or skip for current date/time.
  • Notes: Type your case note. Remember to spell check the note.

Click on the UPDATE button or press ALT+U to save your changes.