Notes Tab (Facilities)

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Notes Tab (Facilities)
ROLE PRIVILEGES NEEDED: <udl-white>View Facilities<udl-white> | <udl-white>Facility Note Type<udl-white> | <udl-white>Edit Facility<udl-white> | <udl-white>Delete Facility<udl-white> | <udl-white>Inactivate / Activate Facility Notes<udl-white>

SETUP: <udl-white>Facility Note Type<udl-white>

ADD NOTEEDIT NOTE  | DELETE NOTE | INACTIVATE NOTES | REACTIVATE NOTES | FILTER | REPORTS

The Facilities Notes Tab allows you to enter notes on the facility such as:

ADD NOTE <returntomenu>menu ↑<returntomenu>

To add a facility note, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Note<udl-orange> link.

Choose the "Note Type" from the drop down menu <btn>   General       ▾   <btn>, enter the note and select <btnw>    Save   <btnw> when finished.

EDIT NOTE <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>09/23/19 11:51 am -CST<udl-orange> link to edit the Note

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE NOTE <returntomenu>menu ↑<returntomenu>

Select the <udl-orange>09/23/19 11:51 am -CST<udl-orange> link to delete the Note

Choose the <btnw>    Delete    <btnw> button.  You only have the option to delete notes for 24 hours.  After then, the note can only be deactivated.

INACTIVATE NOTES <returntomenu>menu ↑<returntomenu>

To mark a note as inactive, select the Inactivate <icon-inactivate>xxx<icon-inactivate> icon".

To show notes that you have inactivated, select the <icon-bluecheck>xxx<icon-bluecheck>Show Inactive box and select <btnw>   Search   <btnw>

REACTIVATE NOTES <returntomenu>menu ↑<returntomenu>

This will show all the notes that you have inactivated.  To reactivate the note, select the Reactivate <icon-reactivate>xxx<icon-reactivate> icon.  This will move the note back to an active status.

FILTER <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All      ▾   <btn> to the right of Type to select your note type.

by "From" and "To" dates...

or by "Keyword".  

REPORTS <returntomenu>menu ↑<returntomenu>

Facility Notes <btnw>   PDF     ▾  <btnw> includes:

Facility Notes <btnw>   Spreadsheet     ▾  <btnw> includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial