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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.

Info

Linking is not available under +Multiple Case Notes until they have been created. They then can be linked individually.

See also

Filter by label (Content by label)
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cqllabel = "casenotes"