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¶
- Open the Admin landing page.
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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¶
- Add a new record.
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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.
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Save the session.