Creating Notes

Introduction

You can create a note for any Universal Controller task or script. The note can consist of information needed by operations personnel or other instructions or tips.

Adding a Note

Step 1

Open the task or script to which you want to attach a note.

Step 2

Click the Notes tab. The Notes list displays a list of notes (if any) that have been created for this task or script.
 

Step 3

Click the New button. The Note Details displays.
 

Step 4

Enter a Title and Text for the note.

Step 5

Click a Save button to save the record in the Controller database.

Note Details Field Descriptions

Field Name

Description

Details

This section contains detailed information about the note.

Title

Title of this note. Displays in the Title column on the Notes list.

Text

Text of the note.

Buttons

This section identifies the buttons displayed above and below the Note Details that let you perform various actions.

Save

Saves a new record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

New

Displays empty (except for default values) Details for creating a new record.

Update

Saves updates to the record.

Refresh

Refreshes any dynamic data displayed in the Details.

Delete

Deletes the current record.

Close

For pop-up view only; closes the pop-up view of this task.

Deleting a Note

To delete a note, either:

  • Right-click the note in the Notes list and then click Delete.
  • Open the note you want to delete and click the Delete button.