Create Note Type
Explanation
This activity is used to define Note Types. The Note Types can be used
when creating Service Notes in Request Management. The Note Type drives the
note behavior and visiblity.
For each Note Type it is possible to specify:
- Visbility which is used to specify whether notes
for this particular Note Type are created for internal use or should be
externally visible (there is currently no functionality to display notes
in any external portals).
- Synced To Mobile which controls whether the note
type should be synchronized and available to use in Mobile Work Order.
- Editable controls whether or not a user is allowed
to change the Visbility, Sync to Mobile flags as well as if the Template Text
can be edited after it has been selected.
It is possible to link one or many Note Template Text records to a Note
Type. The Note Templates Texts will be made available when creating a new
note, according to the following logic:
- If you select a Note Type without templates, it will be possible to
use all Note Template Text records without a note type
association.
- If you select a Note Type with templates, it will be possible to use
only the Note Templates related to the Note Type.
- If you select a Note Type with templates where one is flagged as
Default, the default Note Template Text will automatically be populated
in the New Note assistant, but the user is allowed to change it, if others
exist.
- If no Note Type is selected when a new note is created, all templates
will be available to select and the Note Type will be populated based
upon
which note type is selected.
Prerequisites
- To associate a Note Template to a Note Type, a Note Template Text record must exist.
System Effects
- As a result of this activity the Note Type, used when creating Service Notes, is created.