1. Evolution Global - FileTrac CMS Support
  2. Solution home
  3. Getting to know FileTrac
  4. Settings Page

Diary Note Categories and Types


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

Description automatically generated

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

Description automatically generated

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

Description automatically generated

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article