Append to Note, Assign Note Ownership and Make Note a Sticky Note

Append to Note

This option creates a new Note by appending a previously created Note.

 

  1. Highlight the Note to append.

  2. Select the Append To Note button. The Select Note's Level screen displays.

  3. Select the level to which the Note is being attached to and select Attach.

  4. The original Note displays for editing.

  5. Save the changes. A new Note displays containing the original information and the new information.

Assign Note Ownership

Note: You must have authority to assign ownership to a Note.

 

Assign Note Ownership allows an available user name to be selected as the Note owner.

 

To assign ownership:

 

  1. Highlight the Note by clicking on it once.

  2. Choose the Assign Note Ownership button.

  3. Select the Diamond user from the combo box.

  4. Click OK.

Make Note a Sticky Note

To make a Note a Sticky Note:

 

  1. Highlight the Note in the Notes screen.

  2. Select the Make Note "Sticky" button.

 

The Note is immediately displayed as a Sticky Note.