There are two places where a mediator or case manager can make notes about a case outside of the Case Noteboard. They are both located on the Case Setup screen. Notes can be made here at the time the case is set up or by selecting Case Details > Edit:
Administrative Notes is where one might want to log internal notes such as dates to save, participant mobility issues, and dietary restrictions.
Case Report Notes will appear on the one-page Case Summary Report. This is the place to include notes that you might want to pass along to a referring court, a mediation administrator, or to retain with the record of the case.
|Neither Administrative Notes nor Case Report Notes are deleted during the Secure Delete process so these should not be used in lieu of the Case Noteboard to record notes of a sensitive or private nature.|
Read more about securely disposing of case notes and files in ADR Notable.
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