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
-
In the
Note Type box, enter a name for the new note type.
To clear the contents in the Note Type box, click Reset.
-
Click
Create.
The new note type appears in the Note Type list.
Modify a note type
- On the Notes page, from the Note Type list, select the note type to change.
- 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.
- On the Notes page, from the Note Type list, select the note type to delete and click Delete.
- When prompted, click Yes to confirm the deletion.