Automatic Notes for Function Changes

You can configure the software to create an automatic note on a function when the function information is changed. The automatic note includes what information was changed and the user who changed it.

To configure the automatic notes, you need to create the note class and then set the note class for the automatic note.

Create the Note Class

1. Click the Note Classes link from the Main Menu. The Note Classes screen opens.
2. Click the Add button. The Add Note Class screen opens.
3. Enter the following information:
   • Description - Description for the note class. Defaults into the Title field when adding a new note.
   • Code - Unique alphanumeric code.
   • Automatic Use Only - If checked, the note class is used for system generated notes and not available for selection in the Note Class drop-down.
   • Reminder - Not applicable to automatic notes.
   • Prompt - Not applicable to automatic notes.
   • Retire - If checked, the note class is not available in the Note Class drop-down.
   • Default Font Size - Not applicable to automatic notes.
   • Default Font Family - Not applicable to automatic notes.
   • Recipient List - List of users to receive an activity after adding the new note with the note class.
   • Sensitivity - Default sensitivity for notes with the note class.
   • Category - Category for notes with the note class.
4. Select the Advanced tab.
5. Check the Use for Events check box.
6. Click OK.

Set the Note Class for the Automatic Note

1. Click the Event Management link from the Main Menu. The Event Management screen opens.
2. Select the General tab.
3. Expand the Note Classes For Automatic Notes section.
4. Select the note class for the note from the Function Change drop-down.
5. Click OK.

To disable the automatic note, remove the note class from the Function Change drop-down.