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Operations App is continuously updating and page layouts may differ. See here for other versions. |
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To manage note types, go to Maintenance > Note Types.
Field Name | Description |
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Note Type ID | A unique name that identifies the Note Type. |
Description | A description of the Note Type. |
How to Add a Note Type
- Go to Maintenance > Note Types.
Scroll to the bottom of the list of note types and add the new note type in the empty row.
- Click the save icon in the toolbar.
How to Edit a Note Type
- Go to Maintenance > Note Types.
- Edit the field(s) you would like to edit.
- Click the save icon in the toolbar.
How to Delete a Note Type
- Go to Maintenance > Note Types.
- Select the note type you would like to delete by clicking on the grey box to the left of the Note Type ID column, the row will be highlighted blue.
- Click the delete icon in the toolbar or press the delete button.
- Click the save icon in the toolbar.