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 X 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.