Most major windows in Service Management have the notepad feature enabling you to attach free-form notes to a record. These notes can be marked to remind you to do something in the future. Each window in Service Management has a notepad button in the button bar to attach window-level notes. These notes can be used to attach instructions for completing the window and are separate from the reminder service notes.
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Creating reminder notes
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- Choose the notepad button in any field with an attached notepad button.
- Enter a Subject and an Author. The Author field defaults with the current user. Use the lookup to change the author if needed.
- Mark the Reminder? check box checkbox if you would like to receive a message, upon opening Service Management, that a note exists marked for the current system date. The current date defaults in the Reminder Date field, and can be edited. You must mark this check box checkbox if you want to be able to view the note in the Reminder Service Notes window.
- Mark the Yes radio button in the Printable? field if you want to be able to print the note in the Printable Notes report. Notes marked printable appear on workorder 1 and T-card formats by default.
- Type the note in the scrolling window.
- Choose Save.
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Reading reminder notes
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- Choose Inquiry > Service Management > Reminder Notes Inquiry.
- Choose a sorting option from the drop-down list and select a range if you would like to view a range of notes, and then choose Redisplay. A list of notes that had the Reminder check box checkbox marked displays in the scrolling window.
- Double-click a note in the scrolling window to open the Notes window where you can view and edit the note.
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Printing reminder notes
You can print notes or ranges of notes that have been added to Service Management records using the notepad button, if they have been marked printable.