Add a note to a Case

Add a note to record what you checked or found. You need the Owner, Admin or Analyst role.

1. In the sidebar, under RISK, click Cases.
2. Click the Case.
3. Scroll to Activity.
4. Click the box that says Add a finding or leave a note….
5. Type your note.
6. Click Post note.

   Tip: You can also press Ctrl+Enter (Cmd+Enter on Mac) to post.

Result: Your note shows in Activity with your name and the time.

Note: Posting a note does not change the Case's status.

Related articles

• Take a Case
• Change a Case's status