Edit a Note Type

Use the following procedure to edit a note type:

1.  Select Note Types from the Notes subsection of the Patron, Facilities, or Tasks sections in the Setup menu. The Manage Note Types page is displayed.

2.  Click  Select next to the note type to edit.

3.  Enter or edit information in the following fields, as necessary:

•     In the Note Type Name field, edit the name for the Note Type.

•     From the Status drop-down menu, select either Active or Inactive.

Select Active to make the Note Type available for use within ResCenter and HMS. To create a Note Type but make it currently unavailable, select Inactive.

•     In the Modules section, select which modules will have access to the Note Type:

o  Patrons

o  Facilities

o  Tasks

4.  Click  Save. The Note Type successfully updated message is displayed