Default Notes

Use Default Notes to add pre-configured text entries to notes, virtual logs, and for short text and long text in work order requests, from the hierarchy of notes.

Default notes save time and effort of the user in typing the entire text manually. For example, if there is a default note "__ quarts of oil added", then the user has to select that default note and type a number, rather than having to type the entire sentence.

To access the children of a default notes group

• On the default notes group, tap the Next button.

  The children of the default notes group appear with the name of the parent in the Top bar.

To access the parent of a default notes group

• On the Top bar, tap the Previous button.

  The parent of the default notes group appears.

Note: The Top bar appears with the name of the parent except in the root.

To access all the parents of a default notes group

• On the Top bar, tap the Hierarchy button.

  All the parents of the default notes group appear.

Note: The Hierarchy button appears on the Top bar only in the second level of the hierarchy of default notes.

To access a default note entry

• Tap the title of the default note.

  An information message appears with the text entry of the default note.

Note:You can tap Close to close the information message, or tap Add to add the default note.

To add a default note

1. Tap the Check button next to the default note title.

   The default note is selected.

2. On the Action bar, tap Done.

   The screen that launched the default notes appears with the text entry of the selected default note appended to the field.

OR

3. Tap the title of the default note.

   An information message appears with the text entry for the default note.

4. Tap Add to add the default note.

   The screen that launched the default notes appears with the text entry of the selected default note appended to the field.

Note: You can add multiple default notes by repeating these steps.