> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navnx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Case Notes

> How to add, edit, and delete notes on a surgical case.

## Case Notes

Case notes allow you to record observations, decisions, and reminders against a surgical case. Notes are visible to all team members with access to the case.

## Adding a Note

<Steps>
  <Step title="Navigate to the case">
    Open the case detail page for the relevant case.
  </Step>

  <Step title="Scroll to the Notes section">
    The notes section is located below the plan summary and DICOM sections.
  </Step>

  <Step title="Type your note">
    Enter your note text in the input field. Notes support plain text only.
  </Step>

  <Step title="Click Add Note">
    The note is saved immediately with a timestamp and your name as the author.
  </Step>
</Steps>

## Editing a Note

To edit a note you previously created:

1. Click the **pencil icon** next to the note.
2. Modify the text in the input field.
3. Click **Save**. The note retains its original timestamp but shows an "edited" indicator.

<Note>
  You can only edit notes that you authored. Notes from other team members are read-only.
</Note>

## Deleting a Note

To delete a note:

1. Click the **delete icon** (bin) next to the note.
2. Confirm the deletion in the dialog that appears.

Deleted notes cannot be recovered.

<Warning>
  Deleting a note is permanent. If the case is in **verified** status, notes cannot be deleted — the case record is locked for audit purposes.
</Warning>

## Timestamps and Attribution

Each note displays:

* **Author** — the name of the team member who created the note
* **Created** — date and time the note was added
* **Edited** — shown if the note has been modified after creation

Notes are displayed in reverse chronological order, with the most recent note at the top.