You are able to document individual Sessions inside of a larger Case. Sessions can be identified as a “Delivery” Session or a “Planning” Session.

To add a Session to your case, follow these steps. Click the images to enlarge.

1. On the Case record page, click on the New Sessions button

   

2. Add Session details

   1. Session Type: Either “Planning” or “Delivery”

   2. Session Date: Date of the individual Session

   3. Session Hours: How many hours the Session was

   4. Session Notes: Optional notes about the Session

   5. Click Save

      

3. Done! You will be sent back to the Case page where you will see your new Session.