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Projects

Projects - Notes

Project Notes can help everyone working on the project to immediately understand what is important and essential to the project.

Project Notes can be added to a Project that has been Closed.

Ribbon Access: Maintenance / Projects >  Projects

1. The Project Listing screen will be displayed.
2. Select the Site where the project can be located.
   • The example has Durban selected.
3. Select the Status for the project.
   • The example has Open selected.
4. Click on the row of the project you wish to create a project note for.
5. Click on the Notes tile.

Add a Notes

6. The Notes for Project : [project ref number] screen will be displayed.
7. From this screen you can view all the Notes relating to the project.
8. Click on Add.

Short cut key: Right click to display the Process menu list. Click on Add.

9. The Add Comment screen will be displayed.
   • Comment Header: Type in the Comment Header for the Project Note. This information will display on the Notes for Project list screen to identify the Note.
   • Comment: Type a simple Project Note related to the project, as required.
10. Click on Save.

11. When you receive the Project Notes message confirming;
    • The comment has been saved.
12. Click on OK.

13. The Notes for Project screen has been updated with the new note.
14. The Employee Number and Employee Full Name of the person logged onto to system has been recorded as the employee who created the note.
15. Click on Back to return to the Project Listing screen.

Edit a Note

1. From the Notes for Project : [project ref number] screen,
2. Click on the row of the project note you wish to edit.
3. Click on Edit.

Short cut key: Right click to display the Process menu list. Click on Edit.

4. The Edit Comment screen will be displayed.
5. Make changes to the Comment Header and Comment, as required.
6. Click on Save.

7. When you receive the Project Notes message to confirm;
   • The comment has been saved.
8. Click on OK.

9. You will return to the Notes for Project screen where you can view the changes made to the Comment Header.
10. Click on Back to return to the Project Listing screen.

Delete a Note

1. From the Notes for Project : [project ref number] screen,
2. Click on the row of the project note you wish to remove.
3. Click on Delete.

Short cut key: Right click to display the Process menu list. Click on Delete.

4. When you receive the Delete Note message to confirm;
   • Are you sure you want to delete this note, from project [project ref number]?
5. Click on Yes.

6. You will return to the Notes for Project screen and the Project Note has been removed.
7. Click on Back to return to the Project Listing screen.