Administrator Basics
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      How to Set Up Notepad

      Discover the essential steps for entering various Notepad Types.

      The Notepad Type helps to classify the different types of notes you can enter into the system. Notepad Types can include General Notes, Weather Conditions, and Witness Statements. This is important to the setup process because you can classify the notes you put in the system.

      If you have IMS (Add-ons), Conversations, L&F, and CheckPoint, you will need to set up Notepad. 

      Setup a new Notepad

      Notepad

      From the Homepage, click the Settings Gear then click Setup. There you will find the Setup Menu. Click Notepad to enter into the Notepad setup.

      Grid-1

      The Notepad Type Grid is a place where you can view and manage your Notepad Types. 

      Add Notepad

      Click the Add button to add a new Notepad.

      The Work Order Type Page gives you the ability to add a new Notepad Type.

      • To add a Note Template, click the Add button.
      • Fill in the Notepad Name.
      • Add a Description.
      • Select a Facility.
      • (Optional) If this is a parent-child relationship. Select the Parent Section. If not, leave this field blank. 
      • Select the Departments that can view the Notepad Type.
      • Click Save. 

      Additional Commands and Features 

      Actions
      Once back at the Grid, the Actions button allows you to Edit or Delete an entry.

      Command bar

      The Command bar allows you to Search, Filter, Mass Edit, Mass Delete, and Add.

       

      Search

      Search-2
      The Search button allows you to search by your own unique inquiries.

      Filter 

      Filter-Aug-13-2024-09-04-22-5079-PM

       The Filter button allows you to filter by Facility or Department.

      • To Filter by Facility, click on the Filter button. A new window will appear. 
      • Click on the box next to the Status you want. A checkmark ☑ will appear.
      • Click Apply to save your filter settings. 
      • To Filter by Department, click on the Filter button. A new window will appear. 
      • Click on the box next to the Feature you want. A checkmark ☑ will appear. 
      • Click Apply to save your filter settings. 


      Mass Edit

      Edit-1

      • The Mass Edit button allows you to mass edit all the entries. 

        • To Mass Edit, click the box left of the word Actions. This will enable you to select all the entries.
        • Click the Edit button.
        • Click on the box next to the category you want to be changed.
        • Add a Facility.
        • Remove a Facility.

      Mass Delete

      Delete

      The Mass Delete button allows you to mass delete all entries.

      • To Mass Delete, click the box left of the word Actions. This will enable you to select all the entries.
      • Click the Delete button on the Command Bar.
      • A window will appear on the screen confirming you want to delete all records. Click Delete.