Note Types

Use the Note Types section of the General tab to define the types of notes that can be created. ExamplesClosed Part Note, Production Note, Status Note for Customer

For each note type, you can set up a canned (predefined) note. Whenever a note is created in RepairCenter, the note automatically includes the "canned" information for that note type.

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Note Types, click Add.
  2. In the ADD Note Type dialog box, type the note type.
  3. Click OK.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Note Types, on the Note Types list, click to select the note you want to delete
  2. Click Delete.
  3. In the confirmation message, click Yes.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Note Types, click to select the note type you want to create a canned note for.
  2. In the Canned Note box, type a note.
  3. Click Update.

Reference

Name Description

Add

Add a note type.

Delete

Delete a note type.

Import

Import a .csv file of note types, adding the imported types to the existing types on the Note Types list.

Export

Export a .csv file of the Note Types list.

Note Types list

The list of the types of notes that employees can create.

Canned Note

Enter a canned note for a selected note type.
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