Siebel Public Sector Guide > Managing All Cases > Process of Developing Cases >

Adding Notes to Cases

Users can also record an important note about a case and share the note with other agents, or they can designate a note as private so that only the user who created the note can view it.

This task is a step in Process of Developing Cases.

To add a note to a case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case record.
3. Click the Notes view tab.
4. Select the appropriate value from the Notes drop-down list.
   • Select Public Notes to share the note with team members.
   • Select Private Notes to not share the note.
5. Create a new record, and complete the fields as appropriate.
6. (Optional) Click Check Spelling to verify spelling in the note text.