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Diary Note Categories and Types

Overview:

To assist users in searching for a particular Diary Note in a file, users can select a 'Note Category' and 'Note Type' when entering a note into a claim.

The Categories and Types must first be set up by an Admin user on the Settings page. 

To Set up Note Categories and Types (Admin user only):

1. Click on Settings

2. Choose either Note Category Setup or Note Type Setup 

Add the Note Categories and Note Types by following the below steps for each section:

1. Mark the box under Add New and enter the Category/Type

2. Then click Add/Save Changes

Graphical user interface, text, application, chat or text message

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On the Diary Notes page, a user will have the ability to assign a 'Category' and 'Type' for each note entered by selecting the appropriate choice from the drop-down menus.

Graphical user interface, text, application

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Above the saved notes are drop-down menus for you to search by which will narrow down your list of notes by Category and Type.

Graphical user interface

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Please click the below attached video for a tutorial of this feature:


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