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Scheduler & Rostering

How to Create a Case Note?

1 min read Updated October 2026

Follow these steps

Step 1:

From the left navigation menu, click on Clients.

Step 2:

Click on the relevant client’s profile to create a Case Note. 

Step 3:

Select the Notes tab.

Step 4:

By default, the Case Notes section will be selected. Click on + Add New from the right-hand side.

Step 5:

Enter the required information, including:

    • Title
    • Content
    • Date & Time
    • Duration
    • Service Type
    • Link to Shift (optional)
    • Contact Type (optional)
    • Tags (optional)
    • Visibility (optional)
    • Follow-up (optional)

Step 6:

If required, attach any relevant document to the case note.

Step 7:

Click on Submit.

Result

  • The Case Note is successfully created and will appear under the Case Notes section. From the right-hand panel, you can view, edit, delete, or download the case note as required.

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