Sentinel logo  Sentinel 5.18.8 User Guide

Notes Tab

The Notes tab allows you to add or view case notes (comments or supporting information) or you can add an existing document by uploading it.

For instructions on how to view or edit the Notes tab page, see View/Edit Case Details.

Click here to watch a video about using the Notes tab.

NOTE: Facility users have access to create non-human cases, add lab reports, and add notes. The lab reports and notes are visible to the facility user until a non-facility user updates the lab report or note.

The available fields, options, and buttons on the Notes tab page are as follows:

Field/Option/Button Description
(select) Select this option to set an alert message on the Case Reporting tab page header. The alert informs the users that there is more information available for this case in the Notes tab page.
Add Note Click this button to add a note to the case. This button displays when you click the Edit icon (Edit Investigation ID icon) on the main Investigations tab page. See Add a Note to the Case.
Upload Document Click this button to upload an existing document as a note to the case. This button displays when you click the Edit icon on the main Investigations tab page. See Upload an Existing Document as a Note.
Search Enter the first few characters of the search name or date to narrow the listed results. The list automatically filters based on what is entered in the field.
Add button Add button Click this button to expand the row to see the note details.
Delete Click this button to delete a note from the case. This button displays when you click the Edit icon on the main Investigations tab page. See Delete the Note from the Case.

Add a Note to the Case

To add a note to the case:

  1. Search for the case and/or locate it in the case list on the main Investigations tab page.
  2. Click the Edit icon corresponding to the case. The Case Reporting tab page opens.
  3. Click the Notes tab. The Notes & Documents page opens.
  4. Click the Add Note button to add a note. The Add Note pop-up window opens.
  5. Enter the note and click Add Note.
  6. To close the window and return to the Notes tab page, click the X button.

Upload an Existing Document as a Note

To upload an existing file as a note to the case:

  1. Search for the case and/or locate it in the case list on the main Investigations tab page.
  2. Click the Edit icon corresponding to the case. The Case Reporting tab page opens.
  3. Click the Notes tab. The Notes & Documents page opens.
  4. To upload a document as a note, click the Upload Document button. The Upload Document pop-up window opens.
  5. Click the Choose File button to select the file and click Open.
  6. The file path and name appear in the Choose File box and click the Upload button. The file name appears in the case notes list.
  7. To close the window and return to the Notes tab page, click the X button.

Delete the Note from the Case

Users with the Note Admin permission can delete the note.

To delete the note from the case:

  1. Search for the case and/or locate it in the case list on the main Investigations tab page.
  2. Click the Edit icon corresponding to the case. The Case Reporting tab page opens.
  3. Click the Notes tab. The Notes & Documents page opens.
  4. Search for the note and/or locate it in the notes list and click the Delete button for the note.
  5. Select Ok to confirm the deletion.
  6. To close the window and return to the Notes tab page, click the X button.

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