Adding custom case notes

Certain common notes are often used when you set up lab cases. Instead of typing the note each time, you can set up a custom note that you can select when you create or assign a lab case to a particular lab. You can edit and delete custom case notes as necessary.

To add a custom case note

1.   In the Lab Case Manager, click Setup, and then click Custom Case Notes Setup.

The Custom Case Notes Setup dialog box appears.

 

2.   To add a custom note, click New.

The New Custom Note dialog box appears.

3.   Type the new note.

4.   To add a new line, press Ctrl + Enter.

5.   To check your spelling, click the spell check button.

6.   To exit and save your changes, click OK.