Notes Usage - Revision history

Paul Chapman: /* Editing a Note: Linking to a Document */

2013-10-03T23:22:33Z

Editing a Note: Linking to a Document

Paul Chapman: /* Creating a Note */

2013-10-03T23:22:19Z

Creating a Note

Paul Chapman at 22:13, 3 October 2013

2013-10-03T22:13:23Z

Paul Chapman at 21:35, 3 October 2013

2013-10-03T21:35:12Z

Paul Chapman: /* Deleting Notes */

2013-10-03T21:27:56Z

Deleting Notes

Paul Chapman: /* Editing a Note: Linking to a Document */

2013-10-03T21:27:36Z

Editing a Note: Linking to a Document

Paul Chapman: /* Using Notes and Documents */

2013-10-03T20:59:20Z

Using Notes and Documents

Paul Chapman: /* Using Notes and Documents */

2013-10-03T20:53:21Z

Using Notes and Documents

Paul Chapman: /* Using Notes and Documents */

2013-10-03T20:38:59Z

Using Notes and Documents

Paul Chapman: /* Using Notes and Documents */

2013-10-03T20:28:13Z

Using Notes and Documents

@@ Line 35: / Line 35: @@
 *<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click).
 *<span style="color:#2E5894">Click the '''Save''' button.
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."
@@ Line 41: / Line 42: @@
 [[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Deleting Notes===

@@ Line 18: / Line 18: @@
 *<span style="color:#2E5894">Add a title, select the message type, and if required a reference for internal use in the fields provided.
 *<span style="color:#2E5894">Enter the text of the note, and click the '''Save''' button.
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."

@@ Line 8: / Line 8: @@
 [[File:ViewANote.png|Center|1000px|Frame|Viewing a note]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Creating a Note===
@@ Line 23: / Line 23: @@
 [[File:MakeANote.png|Center|1000px|Frame|Viewing a note]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
 ===Editing a Note: Linking to a Document===
@@ Line 39: / Line 39: @@
 [[File:AttachDoc.png|Center|1000px|Frame|Attaching a document]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
@@ Line 53: / Line 53: @@
 [[File:DeleteNot.png|Center|800px|Frame|Attaching a document]]
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]
@@ Line 63: / Line 63: @@
-[[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+[[Notes|Parent]] - [[Configuring Ellserve]] - [[Ellserve:Ellserve|Home]]

← Older revision		Revision as of 21:35, 3 October 2013
Line 52:		Line 52:

	[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]		[[File:DeleteNot.png\|Center\|800px\|Frame\|Attaching a document]]
		+
		+	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]
		+
		+
		+	===Finding Other Accounts with the Same Note===
		+	<span style="color:#2E5894">'''>> To find which other accounts use the same note:'''
		+	*<span style="color:#2E5894">Navigate to the note browsing panel.
		+	*<span style="color:#2E5894">Click on the note of interest to open the viewing panel.
		+	*<span style="color:#2E5894">All account linked to the note are listed at the foot of the panel.
		+

	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]		[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]

@@ Line 51: / Line 51: @@
 <span style="color: Red">'''TIP:''' Remember the note will be deleted from all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is to be deleted from only that account."
-[[File:DeleteNot.png|Center|1000px|Frame|Attaching a document]]
+[[File:DeleteNot.png|Center|800px|Frame|Attaching a document]]
 [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]

← Older revision		Revision as of 21:27, 3 October 2013
Line 38:		Line 38:

	[[File:AttachDoc.png\|Center\|1000px\|Frame\|Attaching a document]]		[[File:AttachDoc.png\|Center\|1000px\|Frame\|Attaching a document]]
		+
		+	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]
		+
		+
		+	===Deleting Notes===
		+	<span style="color:#2E5894">'''>> To delete one or more notes:'''
		+	*<span style="color:#2E5894">Navigate to the note browsing panel.
		+	*<span style="color:#2E5894">Select the note/s to be deleted using the check box to the right of the note description.
		+	*<span style="color:#2E5894">Click the '''Delete File''' button to open a pop-up box to confirm the delete.
		+
		+
		+	<span style="color: Red">'''TIP:''' Remember the note will be deleted from all accounts accessible under the current [[Filtering Functions\|filter]]. Make sure the filter is set to a single account if the note is to be deleted from only that account."
		+
		+	[[File:DeleteNot.png\|Center\|1000px\|Frame\|Attaching a document]]

	[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]		[[Configuring Ellserve\|Parent]] - [[Ellserve:Ellserve\|Home]]

@@ Line 1: / Line 1: @@
 ==Using Notes and Documents==
+===Viewing a Note===
 <span style="color:#2E5894">'''>> To view a note:'''
 *<span style="color:#2E5894">Navigate to the notes panel in the notes control.
@@ Line 10: / Line 10: @@
 [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+===Creating a Note===
 <span style="color:#2E5894">'''>> To add a new note:'''
 *<span style="color:#2E5894">Use the [[Filtering Functions|filter]] to define a set of accounts to be associated with the new note (in the example below all electricity accounts have been selected).
@@ Line 25: / Line 25: @@
 [[Configuring Ellserve|Parent]] - [[Ellserve:Ellserve|Home]]
+===Editing a Note: Linking to a Document===
 <span style="color:#2E5894">'''>> Editing a note and adding a document:'''
 *<span style="color:#2E5894">Use the browsing panel to find the note to be edited.
 *<span style="color:#2E5894">Change text fields as required in the editing panel.
-*<span style="color:#2E5894">Click on the '''Add File''' button to switch to a blank editing panel.
+*<span style="color:#2E5894">Click on the '''Add File''' button to open a pop-up [[Document Browser|document browser]].
-*<span style="color:#2E5894">Click the note of interest to open the note in the viewing panel.
+*<span style="color:#2E5894">Highlight the required document with a click.
-*<span style="color:#2E5894">Add a title, select the message type, and if required a reference for internal use in the fields provided.
+*<span style="color:#2E5894">Click on '''Add to Note''' in the action panel and close the document browser.
-*<span style="color:#2E5894">Enter the text of the note, and click the '''Save''' button.
+*<span style="color:#2E5894">The added document will appear as a link under the note text in the editing browser (this can be opened with click).
 <span style="color: Red">'''TIP:''' Remember the saved note will be attached to all accounts accessible under the current [[Filtering Functions|filter]].  Make sure the filter is set to a single account if the note is only relevant to that account."