1. Navigate to the case via Case Tracker.
Add a note on a case
2. Select the Case and click to open.
3. Go to Case Management > Notes> Add Note button
4. A New note will open where you can add a subject, comment and upload a Reference file. You can also assign a type to the note, Note/ Phone/ Email or Fax.
5. Make sure you select the correct visibility for the note.
Update/ Change a note on a case
6. Select the Case and click to open.
7. Go to Case Management > Notes
8. Click the Expand/ Collapse button.
9. Select the Case and click to open.
10. Update the required information.
Remove/ Delete (archive) a note on a case
11. Select the Case and click to open.
12. Go to Case Management > Notes
13. Click the Expand/ Collapse button on the note you wish to remove/ delete (archive).
14. A pop up warning will display, select YES to complete.