Using Note Types for Reporting

Within the system, all notes are assigned a Note Type (CC025_NOTE_TYPE).  In addition, notes can also be assigned a note class (CC025_NOTE_CLASS); however, a note class is not required. 

Note Classes (CC025_NOTE_CLASS) are used to categorize the type of note being added, such as Additional Information or Setup Instructions.  See the Configuring Note Classes article for more information on configuring and using note classes.

A Note Type (CC025_NOTE_TYPE) is a system generated value that is assigned to every note in the system.  The Note Type assigned to a note cannot be changed nor can it be selected during the add note process.  The Note Type gets set based on where you are adding the note. 

Note Types are used to differentiate between notes of the same class.  For example, a note has been added to the event with a Setup Instructions note class and another note has been added to a function on the event with the same note class of Setup Instructions.  The Note Type allows you to view which area of the software each Setup Instruction note applies.

See below for a list of Note Types and the applicable areas of the software: