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Case Notes Type Code Table

This code table populates drop-down lists that can be found in the designated snap-ins of the following session types:

Session Snap-In List
Case Notes Note Type

Finding the Case Notes Type Code Table

  1. In the Administrative Tools group of the Explorer toolbar, click System Administration.
  2. Select Code Tables | Cases | Case Information.
    The Case Notes Type code table will be displayed in the Case Notes snap-in.

Tip: To access this code table through the Code Tables link in the Administrative Tools group rather than the System Administration link in the same group, click ctblCaseNotes2Type.

Creating Case Notes Type Codes

  1. Add a new record.

  2. Select or type all required and relevant data for each available field. Some fields may be required while others are not.
    • Code: Type a brief, unique code used to reference the corresponding item description.
    • Description: Type a description that the user will view in the lists populated by this code table.
    • Notes: Type any related notes in this free-text field.
    • Activation Date: Type or select the date from which the code will be in use.
    • Expiration Date: Type or select the date upon which the code will become inactive.

  3. Save the session.