SAM V1:Case Notes

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The case notes table records the cases or interactions between students and disability service providers. A case notes record exists for each meeting or contact, so if the student has met with disability services 3 times, then the one student parent record will have 3 child case notes records.

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Fields

The fields of the case notes table are:

Field Description
Date Created Date record was created.
Date Modified Date record was last updated.
Case Note ID# Unique ID# of the record.
Record Owner User who owns the record.
Last Modified By User who last modified the record.
Duration Calculated field of elapsed duration by subtracting start date and time from end date and time.
End Date The date the meeting or contact ended. End date is required. The default value is the current date.
End Time The time the meeting or contact ended. End time is required.
Notes Notes regarding the case. The notes field is a cumulative field and date stamped with the date, time and user adding the notes.
Purpose Purpose of the meeting or contact: Intake, Counseling, Training, Support, etc. Purpose is required.
Service Provider The service provider who conducted the meeting or contact. The default value is the current user. Service provider is required.
Start Date The date the meeting or contact started. Start date is required. The default value is the current date.
Start Time The time the meeting or contact started. Start time is required.
Student ID The student the case note is related to. Student ID is required.
Type Type of meeting or contact: Office Visit, Phone, Email, Instant Message, etc. Type is required.