How can I enter a new Note Type?

"How do I create a new note type to use for a Caregiver?"


To create a new Note Type:

1. Click Admin - Setup - Note Types.

      - It is important to note that Note Types are simply the TYPE of Note you will be using in your system (I.E. Housing, Recruiting, Absent/Tardy,             etc.), not the actual Notes themselves.

2. Click New Note Type.

3. Type the Name of the Note

    - If this Note will be used immediately you can make the status:Active.

4. Click OK.


Feedback and Knowledge Base