Manage Case Note subcategories
- lisa sinclair (Unlicensed)
- Jaime Drysdale
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