Entering Notes

Notes are used to provide additional information about an investigation. For example, a note may be added to the investigation stating that a key participant in the investigation did not attend a scheduled meeting. A note can be entered as free text and can be prioritized and given a sensitivity rating so that the note can only be accessed by certain users. Additionally, the system can generate notes which describe case processing. For example, when an investigation is closed, the system will create a note to mark the change in the investigation status.

A note cannot be overwritten once it has been created on the system. When a note is modified, the system maintains a note history which includes each version of a note, the time and date the note was entered on the system and the user who made the note modifications. The note history also includes the reason for the note.

The system will automatically generate notes during the lifecycle of an investigation. For example, a note is automatically generated and displayed on the investigation notes list every time an investigation is closed or re-opened.