Case Notes Type Code Table

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session	Snap-In	List
Case	Notes	Note Type

Finding the Case Notes Type Code Table

1. Open the Admin landing page.

2. Navigate to Cases > Case Setup.

   The Case Notes Type code table will be displayed in the Case Notes snap-in.

Tip: To access this code table through the Code Tables master list in the General Configuration group, click ctblCaseNotes2Type.

Creating Case Notes Type Codes

1. Add a new record.

2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.

   • Code: Type a brief, unique code used to reference the corresponding item description.
   • Description: Type a description that the user will view in the lists populated by this code table.
   • Notes: Type any related notes in this free-text field.
   • Activation Date: Type or select the date from which the code will be in use.
   • Expiration Date: Type or select the date upon which the code will become inactive.

3. Save the session.