Manage note types

Any notes that appear against a job that were written automatically by the system have a 'System' note type. System notes are effectively the event log. You can define custom note types to help you categorize, search and retrieve notes linked to a job. You can also modify and delete note types.

You manage note types on the Notes page.

On the Administration menu, click Notes.

The Notes page appears. A default note type is available in the Note Type list.

Create a note type

  1. In the Note Type box, enter a name for the new note type.

    To clear the contents in the Note Type box, click Reset.

  2. Click Create.
    The new note type appears in the Note Type list.

Modify a note type

  1. On the Notes page, from the Note Type list, select the note type to change.
  2. Modify the text as needed, and click Update.

Delete a note type

You can only delete custom notes; you cannot delete a System notes.

If you try to delete a system note, a message appears stating "Could not delete the default system created note type. If you need technical assistance, reference action: DeleteNotetype.

  1. On the Notes page, from the Note Type list, select the note type to delete and click Delete.
  2. When prompted, click Yes to confirm the deletion.