Events

Events can be accessed by clicking the Events tab in the Case Folder View.

Event View Tab

Refer to Case folder view for more information.

To add an event:

  1. Click the Events dropdown and select Add Event:

    Add Event on Case

  2. Fill out the Add Event screen.

  3. Click Save.

After the creation of an event, a user can edit and add notes. Notes can be added by clicking the notes icon for the corresponding event, shown in green:

Event Options

Notes added on each event are also added to the case notes. Edit an event by clicking the case type, shown in red, in the Type column.