Edit a Note

Use the following procedure to edit a 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.  If necessary, filter the list of notes by selecting a note type from the Note tab’s  drop-down menu.

5.  Click  Edit next to the desired note from the List of Facility Notes grid.

6.  If necessary, edit the following fields:

•     Select the Note Type from the drop-down menu.

•     Enter a Date.

•     Optional: Select the Alert check-box to make the note pop-up when a user selects the facility. The alert will only pop-up the first time a user selects the facility in each session.

•     Optional: If an alert is set, select an Expiration Date to define how long the note alert is valid.

7.  If necessary, edit the note text in the text field.

8.  Click Save.