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Create a case note
Click + Create Case Note or +Multiple Case Notes
Add a descriptive title
Enter the first 3 letters of the student's name, then select the name from the drop-down list
Select a category
Tick category options and add your notes
Click Create when finished.
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Find the parent case note and click 🔽 > + Create Linked Case Note
Follow the instructions to Create a Case note.
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Linking is not available under +Multiple Case Notes until they have been created. They then can be linked individually. |
See also
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