Check your local area guidelines re: Copy Case note.
- You cannot copy a Referral Case note
- Copy Case note does not work if you have open Needs in Plan
- Case notes can only be copied to Associates registered in Associated People
1. Click on the Casenote you wish to copy.
2. Click on the 
button in the Casenotes toolbar , a drop-down appears with:
- Copy Casenote to family
- Create a Family group Casenote
- Copy to group - GROUP NOTES ONLY
3. Click Copy casenote to family. The Related People window appears.
4. Click the tick box beside the applicable Associates name and click Accept Changes. Casenote will copy to Associate.
5. Date and Staff Member are imported from original Case note to copied note.
6. If Date and/or Staff are incorrect: Click Person Search, open Associates record and make changes in the copied note.