Adding notes to an item

The Notes tab enables you to enter any other details or information regarding the item. This is usually information that cannot be placed in any of the other available fields for the item.

For example, instructions about the application of a Classification, etc. These notes can assist people when they are creating a new record and need to choose a Classification.

  1. From the Manage ribbon, select the control list for the item you want to add notes to, for example, Classifications, Locations, Thesaurus, Record Types etc.
  2. Ensure that you select the appropriate item, then right-click and select Properties and then the Notes tab or right-click and select Notes
  3. Click User Stamp to include within the Notes the date, time and login user details - optional
  4. Enter appropriate Note information
  5. Click Spelling to ensure all spelling is correct - optional
  6. Click OK

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