Create Note Template Text
Explanation
This activity is used to define the text that can be used on a note template. Once created, the template text
can be used to pre-populate repetitive notes with a standard text.
It is possible to link one or many Note Template Text records to a Note Type.
It is possible to add Translations to the note template description and the template text block using the
Translation button on the Note Template Texts page. The translated
fields will be visible on pages where service notes are available when adding a new service note.
Limitation: The template text block cannot be translated if it exceeds 4,000 characters.
To specify the applicability for the Note Type, use the Applicable For tab (in the
nested view) after creating the Note Type. This establishes a link between the Service Organization or Service
Delivery Unit and the Note Template Text.
- When a new row is selected, it’s possible to choose a Service Organization, optionally including a
Service Delivery Unit.
- The Has Applicability badge will indicate whether applicability has been added on the Note
Template Text page, allowing for easy identification without requiring a check in the nested view.
- Request and Request Work Task Service Notes will be filtered based on the following criteria related to
applicability:
- If a Service Delivery Unit (SDU) is specified, the template will apply to the defined Service
Organization (SO) and SDU.
- If no SDU is specified, the template will apply to the defined SO.
- If no SO is specified, the template can be used globally without any restrictions.
Prerequisites
System Effects
- As a result of this activity the Note Template Text, used when creating a Service
Note, is created.