To assist your users with quickly adding common notes to a record, you can create a list of preset notes for them to easily choose from.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and manage preset notes.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Preset Notes - Click to access the complete list of existing Preset Notes.
- (C) Search - Click and search by description. The list will dynamically update based on what is typed.
Edit an Existing Preset Note
- (D) Edit icon - Click the specific note you want to edit.
- (E) Description - Click to edit the description. This is what will appear for use in the system.
- (F) Update - Click to save changes and return to the list of Preset Notes.
- (G)Cancel - Click to discard edits and return to the list of Preset Notes.
Delete an Existing Preset Note
- Select Note - Click the (H) checkbox corresponding to the note you wish to delete.
- (I)Delete - Click to delete the note and make it unavailable for use.
Create New Preset Note
- (J) New - Click to open the New Response Note window and create a description.
- (K) Description - Enter the description that will appear for use in the system.
- (L) Save - Click to save changes and return to the Preset Notes list.
- (M) Cancel - Click to discard the new note and return to the Preset Notes list.
