Predefined Notes Screen

Use this screen to view, add, modify, or delete predefined notes for workfiles.

Description of fields on the screen

Field Label Description
Add This opens the Predefined Note screen which allows you to create a new predefined note record.
Delete Select this option to delete the selected predefined note in the screen.
Edit Selecting this option allows you to edit the selected predefined note.
Code Enter a unique code identifying the Predefined Note. This is limited to six-characters.
Description Write a description or name of the Predefined Note (e.g., All supplements must have prior approval).

See Also

Creating a Predefined Note

 

 

 

 

 

 

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