Case Notes

Who can use this feature?

Users with the Job Portal Counsellor or SPO Manager role.

An easy-to-use Case Notes system is available within the client profile. Service providers can quickly add, edit and delete notes to maintain up-to-date client information.

Add a new note

1. Via the My Clients / People screen, select the client you wish to add a case note for.

2. Navigate to the Case Notes tab and select + New Note.

3. The Add Note window will appear allowing you to:

Input a Date (will automatically default to today’s date).
Add an Activity Type.
Provide Details.
Create a Follow-Up Task.

4. Once you’ve completed the note, select Save Note.

Create follow-up tasks

Follow-up tasks can be captured right from the note screen, helping to streamline case management.

1. From the Add Note window, select + Create follow-up task.

2. The Add Task window will appear allowing you to:

Create a Task Name.
Set a Due Date.
Assign Who’s Responsible (multiple people can be assigned).
Provide Details.

3. Once you’ve entered the task information, select Save Task and then Save Note.

If you cancel or close the Add Note window, your Task will be cancelled as well.

Edit an existing note

1. To edit an existing note, select the 3-dots icon and choose Edit.

2. Make your desired edits and select Save Note.

You can only edit tasks that have been authored by you.

Delete a note

1. To delete a note, select the 3-dots icon and choose Delete.

2. Select Delete to confirm action.

You can only edit tasks that have been authored by you.