Editing notes
You can update a client note to change the note subject, note body, note type, and the duration of the client activity, provided the note was manually added. If configured, you can update the current note status and note sharing options for manually added notes. Notes from integrated systems cannot be modified. If the original note record is modified in the integrated system, the corresponding Watson Care Manager record is updated.
Before you begin
About this task
- Draft version - adds the note with a Draft status, which allows you to edit the note.
- Ready for review version - adds the note with a Ready for review status, which allows you to edit the note to incorporate the review outcome.
- Final version - adds a note with a Final status, which prevents you further editing the note.
If you have access to sensitive client notes, you can update a note to indicate that it is sensitive or non-sensitive. If you indicate that the note is sensitive, it is only visible to users who are assigned a security role with access to the Sensitive Notes resource.