Manage Case Note subcategories

Owned by lisa sinclair (Unlicensed)
Last updated: Sept 01, 2020 by Jaime Drysdale
1 min read

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

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

 

Â