Adding notes to a case

  1. Select Queue.
    If you're a manager, you can access cases by selecting Cases > All.
  2. On the Assigned To Me, All, or Unassigned tab, select and open a case.
  3. Click the Notes and Attachments tab.
  4. Click Add Note.
  5. Specify this information:
    Show To Employee
    To make the case note available to the employee, select Yes. This field only applies to cases with an Employee/Non-Employee case type.
    Template
    Select a note template. Note templates are assigned an Employee/Non-Employee or Job Application type, and you can only use templates that match the case type.

    Case administrators create and configure note templates.

    See the Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > Case Management Administration.

    Note
    If a template is not selected, specify the content of the case note.

    If you select a template, you can update the note content as needed.

    Add Note To Job Application
    If the case you’re adding a note to is a job application case, you can select this field to add the same note to the job applicant’s profile in Talent Acquisition.

    See the Infor HR Talent User and Administration Library (Cloud and On-premises) and select User > Talent Acquisition.

    Make Resolution
    If the purpose of the case note is to describe the resolution and you want to close the case, select Yes.
  6. Click Submit.