Notes

About Notes

When describing the items within your CES database, many objects make up their definition.  With the CES Notes feature, you can record vital information regarding your items and preserve these notes for future reference.  This becomes an ideal way of communicating necessary information about a manufacturer or supplier so that all within your organization can view.

When Managing Notes

  • You must be logged onto both ENOVIA and CES to access the Edit Items function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

Accessing the Edit Company Details Window

Within CES, there are many methods of accessing the Edit Item Details window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Standard Search or Simple Search tab to access the search window.

  3. Complete the search criteria, and click the Search button to execute the search.

  4. In the Search Results window, select the item for which you want to edit the properties, right-click, and select Edit Item from the shortcut menu.

Properties Window
  1. In the Properties window, click the Edit Item button to open the Edit Items window.

How To Edit Item Details: Notes

For the following scenario, the Accessing the Edit Item Window: Search Results Window method is used to access the Search Results window.  This task explains how to edit item information in the Edit Items window:
  1. From the Search Results window, select the item of which you want to add a note.  Right-click, and select Edit Items from the shortcut menu.  The Edit Items: Detailed Specifications window appears.

     

  2. Click the Notes tab to add and manage information for your selected item.  The Notes tab appears.

  3. To add a note describing a situation regarding your selected item, click the Add button.  The Add Details window appears.

  4. When adding a note, you have three features that assist you in informing future viewers regarding its contents.  A Title field allows you to attach an inscription to the note that will briefly identify the substance of the note.  The Type field allows you to notify viewers that the information is standard in nature, or alert them to important information.  The Message field is a free-form text field that allows you to type as much information as necessary.  Once you have created your note, click the Save button as shown above to commit your changes to the database.  The Notes window appears with the newly added note attached.

  5. Once you have created your notes, you can edit the message by selecting the note, and clicking the Edit button.  The EditTabRecord window reappears and allows for editing.

  6. Once you have completed your changes, click the Apply button to save the note and return to the Edit Item: Notes window.

  7. To remove a note, simply select the note from the list and click the Remove buttonThis not only removes the note from the company, but deletes it from the database as well.

Edit Item Details: Notes Window

This table describes the fields displayed in the Edit Company Details: Notes window.

Fields Description
Create Data Identifies the date that the note was created.
Message Free-Form text that communicates the necessary information.
Title An inscription that briefly identifies the substance of the note.
Type Notifies viewers that the information is standard in nature, or alerts them to important information
User Identifies the person that created the note.


This table describes the buttons displayed in the EditCompanyDetails: Attachments window:

Button Description
Opens the AddDetails window and allows you to create a note to attach to the selected item.
Removes the selected note from the item's Notes list.  This removes the note from the selected item and from the database as well.
Opens the EditTabRecord window and allows you to make modifications to the current data.