Notating A Case

Once you have selected a case, the common task at the top right of your page (see below diagram) will give you a link to add a new note.

 

Also, each additional pop-up will contain a button to add a note.

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Clicking the link in the common tasks or a button labelled “Add Note” will invoke a new pop-up as per the diagram below.

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Simply type or paste your note into the text area labelled “Note”.

Click the button labelled “Save” to record the note. This note will become part of the note history.

Notes added can be emailed directly to the agency. If this is required please advise your agency.

If email advise to the agency has been set up and the email address is invalid, the following message appears:-

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Please contact the agency in this instance.

Adding an electronic document as an attachment

Once you have selected a case, click the “add note” link in the common tasks.

When the add notes pop-up appears, click the button labelled “Browse” and through the Windows explorer, locate and attach your electronic document.

Click the button labelled “Save” to record the note. This attachment will become part of the note history.