The "Add a Note / Alert" action menu item allows you to add attach a note to the currently opened Company Location . You will see the in e-manage. The name of the currently opened active company location in a label just is displayed above the text box where you type enter the note.
Creating and Managing Notes
Notes in e-manage cannot be edited or deleted. The reason being is that every note created can be "sent" to a user Each note serves as an alert that the user must acknowledge reading requires acknowledgment from the recipient before it goes awaydisappears. Unlike e-mail emails, these alerts cannot go to a be filtered as "Junk." box and the sender can run a search of all alerts created that have not yet been acknowledge or that have been acknowledged using the "Users can search for all unacknowledged or acknowledged alerts using the Search Historical Alerts " window. Alerts appear in one of your the toolbars on the main window of e-manage (where yours is located will depend on whether your administrator has customized your toolbar layout).
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Fill out the form including the Type drop down box , and their specific location depends on the customization of the toolbar layout by your administrator.
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Saving a Note
To save a note, complete the form, including selecting the appropriate type from the drop-down box, and click the save button (unless . Unless you want to send the note as an alert to another user(s), then continue reading).other users, you can proceed with saving it.
Creating Alerts on Saved Notes
Alerts can be created on added to a saved note after the fact of being saved or during the initial saving process using the "User Alert Information" tab. When you click By clicking on this tab you will see all your users listed to assign if necessary , you can assign users to receive the alert by using the ">" button or double-clicking on their names.
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Viewing Company-Attached Notes
Notes that are attached to a company are viewable can be accessed under the Notes section of the History menu in e-manage.
Spell Check and Underlined Words
All of the text boxes in e-manage are enabled equipped with spell check functionality. Misspelled words will appear with an underline which you an right click on are underlined, and you can right-click on them to correct the spelling error, ignore it, or add it to a the shared company dictionary. We recommend adding items to your dictionary whenever the word (or name) is spelled correctly, but is reporting as an error because the dictionary is shared with your entire company so you only have to add it once. Also, users tend to ignore underlines when they see items underlined that are not misspelled and could miss an important misspelling.
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Note types can be set up to automatically appear on the work order (ask your administrator which note types are setup to automatically appear on the work orders)It is advisable to add correctly spelled words or names that are flagged as errors to the shared dictionary. Users should be cautious not to overlook important misspellings by assuming underlined items are not actually misspelled.
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Automatic Appearance of Note Types on Work Orders
Certain note types can be configured to automatically appear on work orders. Please consult your administrator to determine which note types are set up for this functionality.