for the
desired parent facility.The Predefined Notes feature allows staff members to define predefined notes. Each note is a default setting for a new facility note and is used in cases where a note is used often. This feature eliminates the need to copy and paste a predefined note text every time the note is attached to a facility. When adding a pre-defined note to a facility, staff members have the option to override any of the predefined note settings.
See the Predefined Notes in the Setup module for more information on how to create pre-defined notes.
Use the following procedure to add a pre-defined note from the Notes tab on the Facilities page:
1. From the Facilities section of the Facilities menu, select Manage Facilities.
2. From the Facility Tree, click on a
facility to select the facility to view. If necessary, expand the tree by
clicking on the expand icon for the
desired parent facility.
3. Select the Notes tab.
4. Click the Add button, and select Add Predefined Note. The Select Predefined Note window is displayed.
5. Select a note type from the Display note type drop-down menu.
6. Select the desired pre-defined note.
7. Click Select. The note will be added to the List of Facility Notes grid.
8. After selecting a pre-defined note, the note can be edited.