Notes

Notes can be added from various forms within the Asset Management module by clicking on the  button available within those forms.

The form that will open will be dependant on the type of note required.  For example, clicking on the button from the AM Assets Maintenance form will open the AM Notes for Asset form, to allow a note to be added to the Asset:

Clicking on the  button on the AM Disposal screen will open the AM Notes for Disposal form, allowing a note to be added to the Disposal transaction:

The top of the form provides search options (tick boxes) for Notes and one will be selected by default dependent on the type of note required.  In the above examples the AM Notes for Asset form has the Asset option selected by default and the AM Notes for Disposal form has the Disposal option selected by default.  Any existing Notes for the default option will be displayed in a Grid at the bottom of the form.

Selecting other options at the top of the form and clicking on the  button will result in a new search being performed with the results detailed in the Grid at the bottom of the screen.  In this way you can search for more than one type of Note within the same screen, which can then be opened and amended, which is further detailed in the Open/Amend section.

Clicking on the  button will remove all but the default option at the top of the form any Grid displayed will also be removed.  This will allow you to perform a fresh search.

To create a Note click on the  button.

Please note, you will only be able to add one type of Note.  For example on the AM Notes for Asset form, you will only be able to add an Asset Note, you will not be able to add any other type of Note.  Creating a Note is covered in the Creating Notes section.