Throughout the life of a case, you can create a case note. It is a best practice to add case notes to document decisions and additional information about a case. All CCMS users have the ability to view case notes for a case.
Before entering a case note, you must first conduct a case search and select your desired case from the Case Search page. Ensure that you are in the context of a case by verifying your case information is displayed in the purple header at the top of the page before proceeding.
A note can only be updated or deleted by the user who created the note and only on the same day it was created.
To Edit or Delete a Case Note:
A Case Note is created, viewed, or updated.
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