Job History Notes

This function allows you to link multiple time-stamped notes to a Job record.   

 

List Tab

 

Display fields

 

The displayed fields are taken from the Job’s Details.  The selection of which fields to display here is at the user’s discretion.  To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.  On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Job History Notes screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

 

Detail Tab

 

Entry and Display fields

 

The Job to which these History Notes relates is shown at the top of this panel.

 

Date: Upon adding a new Notes record this is prefilled with the system date but can be amended by overtyping or using the drop-down calendar.

 

Time: Upon adding a new Notes record this is prefilled with the system time but can be amended by overtyping or using the up and down arrows.

 

Reference: A short description of the entry.  No validation checks are carried out.

 

Classification: From the drop-down list select a Classification under which you wish to store this History Note.  This facilitates analysis of all History Notes by Classification.  Classifications are maintained under CRM>Settings>Call Classifications

 

Sub Classification: From the drop-down list select a Sub-Classification within the above classification by which you wish to analyse this History Note.  Sub Classifications are maintained under CRM>Settings>Call Sub-Classifications.

 

Follow-up Required: ‘Check’ this box if you need to be reminded - via System Alerts - of follow-up action against this History Note.  When ‘checked’ the next field becomes active for you to select a Date on which the Alert will be generated.

 

(Follow-up Date): From the drop-down calendar select the date when you wish to be notified of this follow-up action.  An Alert will be generated on that date against the User that set this Alert request.

 

Notes: Unlimited notes can be entered against this Date/Time History record.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

History:  The Notes history against this Job is displayed in the lower part of the screen.  Each record will also have the first 3 lines of the notes displayed.   To view the full Notes simply click on the history record and the details will be displayed in the upper part of the screen

 

Buttons

 

Close: This will close the Job History Notes screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up a blank ‘Detail’ screen for entry of a Job History Notes record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Job History Notes record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Notes Detail panel