Created By

The user name and the time and date the note was posted is set automatically by the system after clicking the add button.

Updated By

The user name and the time and date an existing note was last updated is automatically populated by the system upon save action. For the initial creation of the note, the system populates the same user name and date time stamp in both the Created By and Updated By fields.

Author

Display-only.  The Full Name of the person who entered the note is automatically displayed.

Note Topic

Required.  To briefly define the nature of the note, click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

Note Text

Required.  Click within the text box (or press the tab  key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.  After saved, click the green arrow  symbol to view full text in a separate browser window.

Restricted?

This is a flag that allows you to indicate if the note is generally viewable (unchecked) or restricted to users with the right to view restricted notes.  The note creator is always able to view the note even if not granted the right to view restricted notes.  By default this is unchecked.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Actions

Required.  Click the add  button after you’ve made your selections to cause the attachment to be added as a numbered row in the table below. 

  For more information about basic line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

After modifying an existing note line, click the update view button to cause the display to reflect the changes you’ve made.