The notes tab holds all the notes that have been added to an assignment.

Viewing Notes

1.        From the assignment summary tab click the “Notes” tab.

2.        Double click the note you want to view.

3.        The update will open allowing you to view the update.

4.         Click “Save” or “Cancel”

5.        To view the Printable update, single click on the update line

6.        Hit the “view” button in the upper right portion of the screen.

7.        Click cancel to go back ot the update screen. 

Adding Notes

1.        From the assignment summary tab click the “Notes” tab.

2.        Click “Add New Note” button.

3.        Click the box to make the note “Private” (by making the note private the note will not be emailed to the reps).

4.        Select the “Note Type” from the drop down list.

5.        Enter the note in the text box.

6.        Click “Save”

Make a note urgent

1.        From the assignment summary tab click the “Notes” tab.

2.        Click “Add New Note” button.

3.        Click the box to make the note “Private” (by making the note private the note will not be emailed to the reps).

4.        Select the “Note Type” from the drop down list.

5.        Enter the note in the text box.

6.        Select the user(s) from the “Urgent Users” list.

7.        Click “Save”

Edit a note

1.    From the Assignment Summary Screen, click on the “Notes Tab”

2.    Double click on the Note to be edited.

3.    The Note will open allowing for the changes to be made

4.    Click the “Save” button .

Note: If a user makes changes to a note the modified note will not be sent to the client once the modified note is saved.

If a note is changed the system will record the change in the history tab.

Printing a Note

1.    From the Assignment Summary Screen, click on the “Notes Tab”

2.    Single click on the Note to be Printed.

3.    Click on the “view” tab in the upper right corner of the screen.

4.   The printable version of the note will open. Click on the “print” button.

 Viewing or Printing Multiple Notes For a Whole Batch

1.    From the Note screen in the Assignment Summary

2.    Single click on a single Note line

3.    Hold  the” Shift” key down and click on another note line.

4.    Hit the” view” button.

5.    This will bring up the whole range of notes from the click lines to view or print

Viewing or Printing Multiple Notes By Selective Batch

1.    From the Note screen in the Assignment Summary

2.    Single click on a note line

3.    Hold the “control” Key down on the keyboard.

4.    Make several selections on the note lines that you wish to view.

5.    Hit the “view” button

6.    This will now bring  the selected notes to the view screen for printing or viewing