Adding case notes

During case processing in hintcatcher, you may want to attach more information to a case so that you have all the information about that case in one place.

The Add Case Note feature allows you to do just that: You can use this feature to save an internal note to a case. This could, for example, be the following information:

• Intermediate status of a processing step
• Minutes of a meeting to clarify the cause or define measures
• Notes for other caseworkers

Below we explain you how to add an internal note to a case.

Adding an internal note to a case

1. Open the detail view of the relevant case

2. Click the Add case note button in the top-right corner of the page

   

3. The input dialog for the case note opens

   

4. Enter your desired case note

5. Optionally attach a file to the case note by selecting the desired file.

   Note: This feature is only available in select hintcatcher plans.

6. Save the note

Your case note is now reflected in the case history further down the page.