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learning center  >  CONFIGURED ITEMS - SET MANAGEMENT  >  Set Devices  >  Set Device Notes

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Set Device Notes

You can add notes to a configured set record. You can use the notes to document changes you make to the set that do not require a work order. Within the Notes ribbon group, click on the upper portion of the Notes button to view a list of the notes associated to the set. To view the entire note details, double click on the record.

Adding a Note to a Set Record

1.       Click Configured Items.

2.       In the Navigation pane, select Set Management > Configured Sets.

3.       Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Configured Sets list opens, displaying all existing sets. Double-click the set to modify.

The Set Management window opens.

5.   Within the Notes ribbon group, click the lower half of the Notes button to access a drop-down menu.

6.   From the menu, click Add Note.

7.   A box opens, type the text in the box.

8.   When finished, click the red X in the top of the box to save and close.

9.   To view your new note, click on the upper portion of the Notes button, the screen changes to display a list of the notes associated to the set. New notes populate at the top of the list.   

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Deleting a Note from a Set Record

1.     Click Configured Items.

2.     In the Navigation pane, select Set Management > Configured Sets.

3.     Depending on the amount of records you have within your database, the list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   The Configured Sets list opens, displaying all existing sets. Double-click the set to modify.

The Set Management window opens.

5.   Within the Notes ribbon group, click the Notes button.

6.   The Set Notes pane opens displaying all notes added to the set. Click on the note to highlight, within the Notes ribbon group, and click the lower half of the Notes button to access a drop-down menu.

7.   From the menu, click Delete Note.

8.   Once you click Delete, a message box displays verifying that you really want to delete the note. Click Yes within the box to continue or No to cancel the operation.  Be advised there is no undo action.  

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