You can add a note in Case IQ by entering and saving data in a New Note form. Access the New Note form in any of the following ways: (1) the Add Note button on the Notes Grid page, (2) the “+” button on a case’s page, or (3) the Add Note button on a case’s page, under the Activity tab and Notes sub-tab.

To create a new note, click the Add Note button and complete the following fields on the New Note form:

• Case #: if you click the Add Note button on a case's page, the “case number” field will be automatically populated when the New Note form is loaded. However, if you access the New Note form from the Notes Grid page, the “case number” field will need to be manually filled in.
• Note Type: define what kind of note you are adding. System Administrators can update this list in the settings.
• Details: type the content of your note that you would like to record in Case IQ.

When you have finished filling in the form, you can click the Save button to submit your note. You can also use the “Save and Copy” option in the page menu to quickly add another note for the same case. The original note record will be saved and another New Note form will be loaded. All values that you entered in the previous form will be copied over to the current New Note form. 

Attach a File

You can add any relevant files to the note on the New Note form or the note's page after creating the note. Click the Add File button and the New File form will be loaded. See details on completing the New File form in Add a File. After clicking Save on the New File form, you will be navigated back to the note's page.

Add a Comment

You can add comments to the note on the New Note form or the note's page after creating the note. Adding comments can be especially useful to provide updates to the note without changing the original note details. To add a comment, type in the text box at the bottom of the Note page and click the Add Comment button.