Click Manage Categories
Click 
on the category > Edit Category
This article is for Administrators granted the Mange Case Note Categories privilege |
Case note subcategories provide checkboxes and additional fields for data entry.
Create a Case Notes Category with Manage Case Note Categories
Click Well-Being > Case Notes
Click Manage Categories
Click on the category > Edit Category
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
Click Save when you’re finished editing the Category.
Click Manage Categories
Click on the category > Edit Category
Click the Enabled slider to No for your subcategory
Click Save
Click Manage Categories
Click on the category > Edit Category
Click for your subcategory.
Click Save