Case Notes: How To Edit Case Notes

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  1. In the Case Notes window, highlight the case note to be edited and click Edit."Case Note Entry" window. "Insert New Case Note" button highlighted in blue. Most recent note highlighted, a small hand pointing at it. Edit button is in the row of buttons on the top, to the right of the highlighted Insert button.Your note will appear in a window like the one below.
  2. Type in the corrections and click Save Note."Edit Case Note" window. The "Save Note" button is highlighted in blue at the top.You may edit any case note that is less than 90 days old.

Use the Edit function whenever you need to add or clarify information or correct invalid information.

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