Did you know about the “Note Deleted” Event in HR Case Management?
When users delete a note from a case, the “Note Deleted” Event type appears in the Case History.
The “Note Deleted” Event applies to all cases including:
• Self-services cases that employees create for themselves; and
• Service user cases that agents create on employees' behalf.
The Case History
In the case form's Case History, the Event Type drop-down menu includes the “Note Deleted” item for filtering Event searches.
The Case History does not log deleted notes' content.
While deleted notes are not recoverable, each “Note Deleted” Event records who deleted the note and when.
Benefits
• No configuration required; the “Note Deleted” Event automatically appears in the system's lists.
• For erroneous note deletions, service users can identify and query the users who deleted them.
• Service users can track note deletions as part of the audit trail.
• Enhanced Case History accuracy as per the entire case life cycle
• Improves case Event reporting precision
Demonstration Flow
1. Log into the portal as a setup administrator (CMsetup) and access the portal menu.
Navigate to Case Management Admin > System Lists > Event Types.
2. The Event Types page appears.
In the Name list, scroll down to the bottom of the list.
The “Note Deleted” Event appears.
3. Log into the portal as a service user or employee and access a case with notes attached.
4. On the case's Notes & Attachments tab, add a test note, then delete it.
5. From the More menu (three dots icon), select Case History.
6. Access the Case History tab.
• In the Event Type column, the Note Deleted event appears at the top of the list.
• In the Event Date column, the note's deletion date and time appears.
• In the Logged By column, the name of the user who deleted the note appears.
For questions or more information, contact your HRSD Advisor (Customer Success Manager (CSM)).
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