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  • Click + Create Case Note.

  • Add a descriptive title.

  • Enter the first 3 letters of the students name, then select the name from the drop-down list.

  • Select a category.

  • Enter your notes and attach a file if required.

  • Enter the first 3 letters of a related case note title, or category.

  • Click Create when finishedTick category options and add your notes.

  • Click Create when finished.

Create a linked case note

This is a case note that links to an existing note.

  • Find the parent case note and click <i class="fas fa-caret-down"></i> + Create Linked Case Note

  • Follow the instructions to Create a Case note.