Manage Case Note subcategories
This article is for Administrators granted the Mange Case Note Categories privilege
Case note subcategories provide checkboxes and additional fields for data entry.
Before you start
Create a Case Notes Category with Manage Case Note Categories
View Case Notes
Click Well-Being > Case Notes
Add subcategories to a case note category
Edit the category
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
Click Save when you’re finished editing the Category.
Disable a subcategory
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
See also