Viewing and Adding Notes
Viewing notes
· Click note icon to view notes. If notes currently exist, the icon
will look like
. If
notes currently do not exist, the icon will look like
. Hover Cursor over the note to see the
first line of the note in Duty Planning and Schedule/Roster Enquiries.
Adding notes
Provided a person has the correct access rights:
· Click in the bottom section of the window.
· Type required notes.
· Click Submit. Details will be added to top section with creation date, time and user.
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If notes are cleared (by clicking on Clear), details on date/time and user is retained for audit purposes. This facility has restricted access. Please see the CARM Administrator for further details. |
Deleting Notes
When a note is added, the creation date, time and user are stored with the detail. It may be necessary to delete a note e.g. where it has been added to the wrong employee, date or activity.
To remove notes, a person needs the correct access. This is usually only granted to supervisor users.
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This facility clears ALL notes displayed in the selected window. Deleted Notes are not retrievable. |
Delete a note:
· Open the appropriate Note window e.g. for the date.
· Select Clear.
· Select Click here to confirm that you want to clear the notes.
