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Notes Overview

1,035 bytes added, 15:50, 28 June 2019
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<pre> For security purposes, no user can edit another user's Notes.</pre>
====Sticky/Hi-Vis Notes====
There is a specific '''Note Type '''called '''Sticky Note '''that, when chosen, will enable the content of the note you create to be flagged as high-visibility on the record. Rather than appearing only on th '''Notes '''tab, it will appear directly on the main page of the record when it is opened, above the record details, and highlighted in yellow. 
:: [[File:Stick note.png|800px|border]]
It will feature a '''caution icon, '''the name and content of the note, the name of the note creator, and the date and time stamp of when the note was created. The user can choose to close the note by clicking on the '''x '''icon on the top right of the note box, but regardless, flagging your note as a '''Sticky Note '''will ensure that it is easily seen. This is best used for important/urgent notifications, such as a '''Don't Fund '''note that other program managers should see, or a '''Missing Requirement '''note that an applicant should see as the deadline for an application approaches. 
===Role-Based Permissions for Notes===
General access to the Notes feature is controlled through [[User role|role]]-based permissions. You will need to set these permissions before a user is able to access notes on any record. 
<pre> You must toggle on Advanced Options on the top right of your Note Type page in order for the Process and Classic tab to appear. </pre>
:: [[File:Advanced options1.png|border]]
===Configuring Workflows on Note Types===
The tab labelled '''Process '''will always show you whether or not there is a [[Workflows Overview|workflow]] in place with this note type. 
:* If you want to associate a Workflow that is not yet created for a Note Type, please see [[Workflows Overview#Create Workflow|how to create a workflow]]. You just need to ensure that the '''Workflow Type''' is set to '''Notes''' in order for the created workflow to appear as an option under a Note Type's '''Process''' tab.
===Pre-created Notes Options===
When you create a note, you can choose to configure '''pre-created Notes Options. '''The impact is that the user who sees this note can select initial content for the note instead of manually and personally typing in the content. After the content is selected from the options, it can then be edited. The options are displayed only when a note is first created; after saving, they are no longer available. 
::: [[File:Classic options new notes type.png|600px|border]] 
Each option that you want to add should be '''delimited by semicolon, '''without spaces between.

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