# Support Worker Case Note Templates

Source: https://docs.astalty.com.au/guide/scheduling/setup/what-support-workers-see/support-worker-case-note-templates

> Standardise Support Worker case notes with reusable templates.

Scheduling add-on - This feature requires the Scheduling add-on, which is available on Astalty Premium. See How to enable Scheduling.

## Overview

Support Worker Case Note Templates provide reusable headings, prompts, or instructions for case notes. Available templates appear in the Astalty app when a Support Worker writes a note. Selecting a template appends its content after any text the worker has already entered.

## Support Worker Case Note Templates

Similar to other note templates, you can create a Support Worker case note template to standardise how notes are recorded.

To create one:

1. Go to **Settings** > [**Tasks and Notes**](https://app.astalty.com.au/settings/tasks-notes).
2. Select **Create Note Template**.
3. Enter a **Note Template Name**.
4. Under **Usage Type**, select **Support Notes**.
5. Add the template content, then save the template.

![The Create Note Template drawer with Case Note Template Restricted Practices as the Note Template Name, Support Notes selected under Usage Type, and template content in the editor with headings such as Description of Events, Restricted Practice Applied and Follow-Up Actions.](https://docs.astalty.com.au/assets/image2-1757911370.png)

Once saved, this template will appear in the Astalty application for Support Workers, allowing them to write case notes using your standard format.

## Minimum Character Count for Case Notes

You can set a minimum character count for Support Worker case notes to ensure a sufficient level of detail is recorded before notes can be saved.

### How to Set a Minimum Character Count

To configure this setting:

1. Go to **Settings** > **Scheduling**.
2. Select **Edit** on the **Notes & Visibility** card.
3. Enter a value in **Minimum Characters**.
4. Select **Update**.

Leave the field empty if you do not want to enforce a minimum character count.

### How It Works

- Support Workers must meet the minimum character count before they can finish a case note.
- A note below the limit cannot be submitted.

![The Notes & Visibility drawer from Scheduling Settings with the Minimum Characters field highlighted and set to 50, and the Update button highlighted at the bottom.](https://docs.astalty.com.au/assets/cleanshot-sw-casenote-limit-guide.png)

![The note entry screen in the Support Worker app, with an arrow pointing to a red character counter reading 21 / 50 below the note text, above the Attach, Templates and Goals buttons.](https://docs.astalty.com.au/assets/case-note-limits-1.jpeg)

## Support Worker Templates In Action

1. Open the scheduled support and select **Write Note**.

![The Schedule in the Support Worker app with a shift in progress and its action menu open at the bottom, and Write Note highlighted above Report Unscheduled Travel, View Shift, View Participant, Clock Out and Close.](https://docs.astalty.com.au/assets/image3.jpg)

2. Select **Templates** at the bottom of the note entry screen.
3. Select a template. Its content is added to the note after any content already entered.
4. Complete the note, then select the tick in the top-right corner.

![The empty note entry screen in the Support Worker app, with the Templates button highlighted between Attach and Goals at the bottom of the screen.](https://docs.astalty.com.au/assets/image1.jpg)

## Support Worker Template Video Walkthrough

Video walkthrough: support work case note templates.