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This page is for the Classic Operations App. For the Operations App please see Note Types.

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Table of Contents

Note types are types are used in the the order and route stop forms in the Notes tab in the Notes tab

To manage note types, go to Maintenance Note Types.Image Removed

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Field Name

Description

Note Type ID

A 

unique

 name

 name that identifies

the 

the Note Type.

Description

A description of the Note

A description of the Note Type.

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How to Add a Note Type

  1. Go to Maintenance

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  1.  > Note Types.

  2. Scroll to the bottom of the list of note types and add the new note type in the empty row. 

  3. Click the save icon Image Modified

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  1.  in the toolbar.

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How to Edit a Note Type

  1. Go to Maintenance > Note Types.

  2. Edit the field(s) you would like to edit.

  3. Click the save icon Image Modified

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  1.  in the toolbar.

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How to Delete a Note Type

  1. Go to Maintenance

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  1.  > Note Types

  2. Select the note type you would like to delete by clicking on the grey box to the left of

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  1. the Note Type ID

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  1.  column, the row will be highlighted blue.

  2. Click the delete icon Image Modified

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  1.  in the toolbar or press the delete button.

  2. Click the save icon Image Modified

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  1.  in the toolbar.

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