Beyond creating and editing case notes, Mosaic provides features for notifying other workers, sending text messages to service users, and viewing the full history of changes to a note. This article covers these secondary features.
Alert recipients
When creating or completing a case note, you can add alert recipients — workers who should be notified by email when the note is finished.
In the case note editor, click Add alert recipient.
Search for and select the worker you want to notify.
The worker is added to the alert list.
When the note is finished, email notifications are sent to all recipients.
⚠️Important: Alert notifications are also sent when appendments are added to a note that has recipients configured.
SMS notifications
If SMS messaging is enabled for your organisation, you can send a text message to group members' mobile numbers when completing a case note.
In the case note editor, tick Send as text message.
Enter or edit the message text. A recommended text and maximum character length are shown.
When you click Finish, you are shown a confirmation with the recipients' mobile numbers.
Confirm to send the SMS alongside completing the note.
⚠️Important: To use SMS messaging, you need the Send Text Messages permission and Read access to person phone numbers. The SMS feature must also be enabled by your system administrator.
View case note history
Every change to a case note is recorded in an audit trail.
Open the case note.
Click the History icon (visible when the note has been edited or appended to).
The history shows each version of the note with the worker name and date of change.
Case notes and the chronology
When a case note is completed, it can automatically create an event in the person's case chronology. This happens automatically for finished notes.
A Case Chronology Event button may be available in the editor if chronology features are enabled for the selected subjects. Clicking it opens the chronology event editor.
🤓Tip: If you need a full timeline of contacts and interactions for a person, check the case chronology rather than scrolling through individual case notes.
Permissions
Permission | What it allows |
New Case Note | Create case notes. |
Amend Case Note | Edit in-progress (draft) case notes. |
View Case Note Detail | View the full detail of a case note. |
Delete Case Note | Delete case notes. |
System Amend Case Note | Edit individual appendments on finished case notes. |
Organisation Case Notes | Create and view organisation case notes. |
📌Note: Additionally, case note type-level permissions control which types of note you can create and view. If some note types are restricted from your role, a warning banner is shown in the case note list.