CU Boulder Human Resources

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Case Notes can be added to a Case to track the history of the Case or important details about the Case.

To add a Case Note, follow these steps:

  1. In a Case, click on the New Case Notes button

  2. Add the Case Note details

    1. Date/Time

    2. Notes

    3. Click the Save button

  3. You will be sent back to the Case. There are two places to review your Case Notes:

    1. Case Notes Related List

    2. Case Notes Reading Pane tab



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