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This Article article is for Administrators granted the Mange Case Note Categories privilege

Case note subcategories provide checkboxes and additional fields for data entry.

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View Case Notes

Include Page
UKB:login and view the main menuUKB:
login and view the main menu

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  • Click Manage Categories

  • Click 🔽 on the category > Edit Category.

Add subcategories

Repeat these steps as many times as required.

  • Click + Add under Subcategories (Optional).

  • Add a subcategory name.

  • Enable or disable the subcategory by clicking the slider.:

    • Yes to enable

    • No to disable

  • Enable or disable notifications (if set on parent category):

    • Yes to enable

    • No to disable

Save and exit

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  • Click Manage Categories

  • Click 🔽 on the category > Edit Category.

  • Click the Enabled slider to No for your subcategory.

  • Click Save

Delete a subcategory

  • Click Manage Categories

  • Click 🔽 on the category > Edit Category.

  • Click 🗑 for your subcategory.

  • Click Save

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