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Approve a staff note

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Use the Supervisor taskbar option to review service and case notes for planning. Here, you can send messages, approve, or un-submit notes on behalf of your subordinates.

  1. Go to: Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval.  
  2. Select the Service/Case Notes & Planning Approval tab. 
  3. Optional. Select Filter  and in the Supervisor Approval Filter dialog, enter any criteria and select Update to narrow the displayed results. 
  4. Select a note for a client and select Approve. 
  5. Select Save.