The following are the available options found for Notes.

New Note

  1. To create a new note, select an equipment in the building hierarchy.
  1. Click +.
  • The Create Note dialog box displays.
Create Note dialog box
  1. Use the following table to make selections in the dialog box, and then click Create.
Create Note dialog box properties

Property

Description

Note title (required)

Set the note title.

Comment (required)

When this tab is selected, the actual content of the note can be imputed.

Assign (optional)

In this view, you can select from all the existing users in the database to assign to.

Tags (optional)

When this tab is selected, you can add tags to the note by checking the desired ones from the list (for subscriptions purposes).

 

Assigned To

  1. To view notes assigned to a user, click Assigned To.
  • The Select User(s) dialog box displays.
  1. You can choose which notes to see based on who they are assigned to:
  • End User
  • System Integrator
  1. Click Apply.

View Comments

  • To view the current comments on a Note if any, click .
  • The comments, if any display below that note.

Status and Assign

  1. To view the status of note, the middle icon can be two options:
  • : Currently open and indicating to close it.
  • : Currently closed and indicating to open it.
  1. If open and you select it, you can update the note either by re-assigning to another user or closing the note.
Notes, Status displayed, open.
  1. If closed and you select it, you can open and assign it.
Notes, Status displayed, closed.

Add Comment

  1. To add a comment to an existing note, click .
  • The Add Comment dialog box displays.
  1. You can now add a comment.