Update Note Form

Description: Welcome to the Notes page. This page displays the Update Note form. This form allows users the capability to Update a Note on the participant's case.

Functions: This page contains the following functions:

Update an Existing Note

Update an Existing Note

Complete the following to Update an Existing Note:

Fill out all required fields on this form to Update a Note.

Using the Note Type drop-down list, select the type of note being entered. (Required Field)
If the ‘Other’ option was selected from the Note Type drop-down list, users must enter the type of note in the Other Assessment text box. (Required ONLY if the ‘Other’ option was selected from the Note Type drop-down list.)
In the Note Effective Date text box, enter the notes effective date. Users can also use the (Calendar) icon to select the date. (Required Field)
Select one of the Create an Alert radio buttons.

Note: If users select the 'Yes' radio button, once you click the Save button the Note will be saved and users will be directed to the Add New Alert form.

In the Note text box, enter the contents of the note. (Required Field)

Once all required fields have been completed, click the (Save) button. This will display the Successfully Saved Message.

Successfully Saved Message

Click the 'here' link to return to the Notes page. The updated Note will display in the Notes Overview section.