Power of Notes
Notes in CaseActive are essential for maintaining comprehensive and organized records of case-related information. They allow users to document every interaction, decision, and information related to a case. Notes can also be used by staff to add pre-populated data to the case this reduces manual labor and the chances of error.
- Admins can add note templates through the library feature.
- While creating the form, admins can add custom fields and click on advanced to add prefilled data to populate the form according to their needs.
- After adding a field, scroll to prefill data and open its drop-down menu.
- Select the option data you want to be pre-filled from the menu.
- In the document builder, all fields are set as optional by default; however, you must put at least one as required to publish the note.
- Now close the form and publish it.
- Users can then use these forms according to their requirements.
How Staff Can Use a Note Template
- Login to your CaseActive Account and click on the LOBBY button of the Hub.
- You will land on the user dashboard of that hub. From here, you can access all the cases that you have been assigned to in this hub. Now click the “Open” button of your targeted case.
- Click on “Notes” from the case categories section on the CaseActive hub’s left side. Then click on “+ New” to create a new note.
- Click “Templates” from here, then select the template you want.
- Afterward, edit the template if needed and hit “Create Note”.
Note:
Utilizing a Note template gives you the benefit of repurposing a pre-set note form.
