Report:  Case Note Templates

 

(Topic Last Updated On:  05/05/2010)

 

This report displays all case note templates currently entered on the Case Note Templates screen, with a small summary showing each template's Note Detail sections, including any predefined text.  This report is rarely used, generally only to view the current case note templates in the system.

 

 

Report Column Explanations

 

Type

This column displays the case note type for each template.

Template

This column displays the name of each 'Note Detail' section for each template.  If predefined text has been entered under any of the note detail sections, it will appear after the hyphen for each detail section.