Notes

Notes are short text entries that can be associated with many different types of records throughout Maintenance Connection. On pages on which notes are displayed, a summary list is provided which includes the following information:

  • Date/Time: The date and time that the note was created.

  • Initials: The initials of the individual entering the note.

  • Note: Content of note.

  • Follow-Up?: A check box that indicates whether follow up is required.

  • Complete?: A check box that indicates whether the information discussed in the note is complete.

ClosedAdd a Note

  1. Click Add.

    The Notes window opens, with the current date and time automatically populated.

  2. Enter the note in the memo area provided.

  3. Select the Follow Up? check box if follow-up is required.

  4. Select the Complete? check box if this note activity is complete.

  5. Click Apply.

  6. Click Save.

ClosedEdit a Note

  1. Click the row for the note you want to edit.

    The Notes window opens.

  2. Make your changes.

  3. Click Apply.

  4. Click Save.

ClosedRemove a Note

  1. Click the check box to the left of the note you want to remove.

    A check mark appears, indicating the note has been selected.

  2. Continue to check any additional notes you want to remove.

  3. Click Remove.

    The notes are removed.

  4. Click Save.

 

Accruent logo in white text.

© Copyright Accruent 2024Privacy PolicyTerms of UseLegal