AGENCY NOTES TAB

You can search by Type...

From and To dates...

or Keyword.

ADD NOTE

To add notes to the agency record click the Notes tab.  Click Add Note.  

Select a "Note Type", enter the note and click Save.  You can add different choices for note type by going to Settings > Lookup Tables > Organization Support Tables > Agency Note Type.

NOTE: For Careficient Agency Administrators, “Note Type” is driven by the “Agency Note Type” in the lookup tables.

The note displays as below.  Click on the link for the note to edit the note.  

EDIT NOTE

Edit the note and save it.

DELETE NOTE

Click on the link to delete the note

Choose "Delete".  You can only delete notes within the first 24 hours. After this time, you will only be able to inactivate the note.

INACTIVATE NOTE

To inactivate the note, click on the "Inactivate Note" icon.  This will remove the note from the view. 

REACTIVATE NOTE

To reactivate the note, click on the "Show Inactive" box and click "Search". 

To reactivate the note, click on the "Reactivate Note" icon.  This will place the note back in the view for notes. 

REPORTS

Agency Notes (PDF) includes:

  • Date
  • Entered By
  • Type
  • Note
  • Deactivated Date
  • Deactivated By

Agency Notes (Spreadsheet) includes:

  • Date
  • Entered By
  • Description
  • Note
  • Deactivated Date
  • Deactivated By