Add a Note in CASEpeer

How to add a note to a case. 

From anywhere in a case

• Click "n" on your keyboard.

From the Case Notes feed

• This can be done from any tab in the case.
• On every tab there is a Case Notes feed on the right or at the bottom of your screen.
• Click on the green plus sign next to Case Notes.

• A pop-up window will appear on the page.
• Type a note into the box.
• To direct a note to someone, choose their name from the Direct To dropdown menu on the bottom left of the pop-up.
• To select a category for the note (e.g. attorney lien, incident details, etc.), select the category from the drop-down menu on the bottom right of the pop-up.
• Click Save.

• The new note will appear under the case notes section.
• If you directed a note to another worker, they will be notified.
• Note: To open the Add Note window from anywhere in a case, click "n" on your keyboard.

From the dropdown next to the case status

• This can be done from any tab in the case.
• Click on the arrow next to the case status on the top right of the page.
• Select Add Note.

• A pop-up window will appear on the page.
• Type a note into the box.
• To direct a note to someone, choose their name from the Direct To dropdown menu on the bottom left of the pop-up.
• To select a category for the note (e.g. attorney lien, incident details, etc.), select the category from the drop-down menu on the bottom right of the pop-up.
• Click Save.
• The new note will appear under the case notes section.
• If you directed a note to another worker, they will be notified.