Working with Notes

About Notes

Notes are text that you associate with a specific item or class. Notes are stored as items in a separate class. When you add a note to an item or class, a relationship is established between the note and the item or class to which you are associating the note. The topics covered in this section are:

Adding Notes

This task explains how to add notes to a class item:

  1. Locate the class containing the item to which you want to add a note using Power Search or Viewing Items of a Class.

  2. From the Results Page, check the box to the left of the item you want to edit and click Functions > Notes. The Notes Page appears.


     

  3. Click Add. The Note window appears.

  4. Enter the title. Select the type of note (Alert or Standard). Enter the text of the note. Click OK. The Notes Page is updated with the newly added note.

  5. In the Results Page, an icon appears beside those items having at least one note.

Viewing or Editing Notes

You can view notes for any item in the Results Page. In the Results Page, a Notes icon appears next to the item to indicate that at least one note is present.

This task explains how to view notes:
  1. Locate the class containing the item to which you want to add a note using Power Search or Viewing Items of a Class.

  2. From the Results Page, check the box to the left of the item for which you want to view the notes and click Functions > Notes. The Notes Page appears.

  3. Check the box next to the note you want to view and click View.

  4. To edit one of the notes listed in the Notes Page, check the box to the left of the note and click Edit.

  5.  Make the necessary changes and click OK.