General - Notes


Adding a New Note 

Step     Action

  1.      Select {New} under Notes.

          A New Note modal window will open.

  2.      Enter note content.

  3.      Select {Save}. A results window will pop-up to indicate the note has saved
             successfully.

  4.      Select X to close pop-up results window.


Editing Notes

Step     Action

  1.       Hover mouse over the name of item to be edited under Note. A pencil icon will

           appear on the right-hand side of the name. Select the pencil icon.

           A modal Edit Note window will open.

  2.      Make required changes.

  3.      Select {Save}. A results window will pop-up to indicate the note saved successfully.

  4.      Select to close pop-up results window.

Deleting Notes

Step     Action

  1.       Select entries under Notes to be deleted by checking boxes on the left-hand side.

            All entries can be deleted by checking box to left of {New} under Notes.  

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.     Select {OK} to delete selected items. A results window will pop-up to indicate

          the selected notes have been deleted.

  4.      Select X to close pop-up results window.