the Orders/Troubles menu.
the Navigation pane, click Orders and then All Active Orders.
list of the open orders populates. If you have a large number of active work
orders, the list may not populate. To populate the list, do one of the
Within the search box, type any portion of
the record and then click the magnifying glass.
Click the Show All button.
4. Once the list opens,
double-click the order number. A work order window opens.
5. Within the Notes pane,
click on the Add Note link. The Note
Editor popup opens.
6. You can simply start
typing the text of the note into the Editor, however, you have several options
while creating your note:
7. On the right hand side of
the menu bar, is the Category drop-down, click on the arrow to access a list of
the categories and from the list select the associated category. This category simply groups your motes based
on a common characteristic.
8. If the category has a
template, the template text automatically populates in the note editor. You can modify the template by clicking in
the note editor and change any necessary information.
9. Next to the Category
drop-down are a few options:
Load – if you have already created the
note and want to use the template instead, click on the Load button. You will be notified that loading the
template will overwrite any existing information. Click Yes to continue or No to cancel the
Modify – You can modify the template by
clicking on the Modify link, the Note Template Editor opens allowing you to
make changes. Once complete, remember to
Create – You can create a new template by
clicking on the Create button, the Note Template Editor opens within the body
type the text and once complete click Save.
Changing the Note Font
10. At the top of the Notes
Editor are several options available to modify the look of the note. You have the following options available:
Font Type and Size
11. Click on any button and
start typing the text of your note.
12. To change any text within
your note, highlight the text and click on the appropriate button.
Adding a Note Subject
13. You can add a subject to
a note by clicking in the Subject field and typing the information.
14. If at any time during the
creation of your note you make a mistake, we have taken care of you with the
undo and redo buttons. These buttons will only work if you have not clicked the
15. At the bottom of the note
editor, there is a status bar that displays the following information:
Last Modified Date
16. When you have completed
your note, click on the Save button in the lower right hand corner. The note is saved and you are returned to the
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