/
Adding Case Notes

CU Boulder Human Resources

Knowledgebase

Adding Case Notes

Case Notes serve multiple purposes. They can be a general case note providing updates on the case, or they can document an interaction like a phone call, in person meeting, etc.

To add a new Case Note to your case, follow these steps:

  1. Click on the Activity tab

     

  2. Click on the New Case Note tab



  3. Add Case Note Details
    Click Save when finished

    1. Date/Time

    2. Type (Phone, General Case Note, In Person, etc)

    3. Subject Line

    4. Note

       

  4. View Case Note
    You can view your new Case Note in two places:

    1. In the Case Notes Without Emails section: This only stores manually created Case Notes.

    2. In the Case Notes section: This compiles both manually created Case Notes and email communications

       

Related content

Adding Case Notes to an OED Case
Adding Case Notes to an OED Case
More like this
Adding Sessions to a Case
Adding Sessions to a Case
More like this
Adding a Session to a Case
Adding a Session to a Case
More like this
Exporting a 'Print Case'
Exporting a 'Print Case'
More like this
Adding an Intake Form or MSE to a Case
Adding an Intake Form or MSE to a Case
More like this
Adding Another Case Case Contact to a Case
Adding Another Case Case Contact to a Case
More like this