To insert a note against an estate management case

The procedure to insert a note against an estate management case is as follows:

1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
3. With the Summary tab in current focus, click on New Note. The Case Note window is displayed.
4. Enter the Details of the new estate management case note into the field provided.
5. Click on Save. The new contextual note is displayed as a discrete event in the Case Summary table, including the date stamp and name of the end user by whom it was created 2 1.
6. Repeat steps 3 through 5 to add further notes to the estate management case 3.

Tip

1 By default, all estate management case events are displayed chronologically, by their assigned date stamp; to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Automatically recording this information against each estate management case note maintains a full audit history of all related activities, capturing the correct timeline of events.

3 Contextual events that have been appended to an ongoing case file can be permanently removed using the Delete Note button.

See related topics...

Estate management case progression activity overview

Using the search facility