Document number: 11626

 

To add a note to an existing case:

1. Login and select Update Support Case.
   
   
2. Enter the Case number from your previous case and click Search. If you don't know the case number, look up the case using the Representative lookup, which shows the cases associated with the particular representative and company.
   
   
3. From your opening page, you see the information you previously entered in the case. Click the Notes and Attachments tab.
   
   
4. In the Note Type field, select Comment.
   
   
5. Set the Visibility to All.
   
   
6. Enter Pagelet layout as the Summary and Detail.
   
   
7. Enter the Company contact. If you enter the first few letters and then click the Company lookup icon, the system returns the names that match. For example, enter Company100, then click the lookup icon.
   
   
8. Now that you have entered the Note Type, Summary, and Detail, you can Save the case with the note. Click either of the Save buttons, or press Alt + 1.
   
   
9. Click the Summary of Notes link to see your new note listed.
   

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 02/07/2003