Maintain job note types

IT Manager Practice Admin

Job Note Types are used to categorise notes added to jobs enabling them to be filtered by type. They also allow default settings to be applied to the note based on the type selected.

1. Select Admin > Categories from the menu.

2. Select Main Categories from the list, then select Job Note Types.

   

3. Click Add. From the Details section, complete as follows:

   • JobNoteTypeid - auto populates if left blank.

   • Job Note Type - enter a description which is displayed when the job note type is selected from a list.

   • Note Text - enter any default text that will be displayed in the note when first created.

   • Default to complete - if selected, the note is automatically marked as Complete.

   • Set the default status of the Roll Note to next job and Delete Note when job is Closed checkboxes that are displayed when the note is added. Ensure that the Allow Roll Override or Allow Delete Override check boxes are not selected if you don't want them to be edited.

   • Ensure that Active is selected if you want the document type to be immediately available.

   • Select Default if you want this note type to be selected by default when the note is added.

4. Click Save to add the note type.