Creating Notes

Various types of Notes can be added within the Asset Management module, for example, Asset Notes, Request Notes, Acquisition Notes etc.  This is further detailed in the Notes section.

The example below is for an Asset Note but the functionality is the same for creating other types of Notes.

To create a new Asset Note, click on the  button:

Add the Note to the Message box.

Further options on this form include:

• Set a Reminder: This is further detailed in the Reminders section
• Add an Attachment: This is further detailed in the Attachments section

Once you have added your Note, included a Reminder and/or added an Attachment, click on the  button:

As the Note has now been created, you can make further changes to this screen, including amending Reminder details and attaching further files  - selecting the  button will save the changes.

The  button is also now enabled - click on it and a confirmation message will be displayed - click on the button again to delete it or click on the  button to cancel the deletion.