This screen allows you to:
Create, edit or delete notes that will appear or pop-up in the Reservation file when you view the reservation to which you have attached the note.
Before you begin:
Choose the Notes File option on the Files Menu and then select the Reservation File to work with.
The Notes File screen works the same regardless of the file the note is being attached to. The only difference is the initial record prompt will request you to retrieve the record from the reservation file, unit file, mail list file, owner file, or workorders file.
The categories available for notes are established by using the Notes Information option on the Control File Menu. Default categories are established automatically during installation. If you have problems or questions about your categories please call AMS.
You may also choose [Notes] on the View Reservation Screen .
Prompt descriptions...
Select [Current], [Archived] or [Cancelled] Reservations.
Only the Reservations Notes will give you these options.
Enter the reservation #, name, namez3 or namez5.. or [Exit]:
The field will be replaced with the reservation number. If you are adding a note in the unit file you will use the unit number or property address. In the mail list you may use the name or zip code to find the record you wish to attach a note to. In the owner file use the owner name or number to call up the record you want to add a note to. In the workorders file use the number of the work order. Retrieve the record to attach a note to by the appropriate method.
Click the [Exit] button to exit this screen and return to the Notes File Menu.
Select [View All], [Category View], [Reconcile Criticals], [Non-critical to critical], [Add a Note], [Modify Notes] or [Exit]:
This is a select prompt. Select the option you wish to perform. The following describes the prompts asked when an option is selected.
[View All] will display all existing notes, in a List Display, for the record currently displayed.
[Category View] will prompt for a category to view and then only show notes that match the category requested.
[Reconcile Critical] will display in a List Display all notes, for the record shown, that have their critical status set to yes. You may then select the note to change or select finished when done. You will be prompted whether to reconcile the note (set to not critical). Enter your initials when prompted.
[Non-critical to critical] will display in a List display, all notes, for the record shown, that do have their critical status set to no. You may then select the note to change or select finished when done. You will be prompted whether to set the note to critical and for your initials.
[Add a Note] allows you to attach a note to the current record. You will then select the category for the note. Highlight the category on the category select list and click with your mouse or hit your <Enter> key. You must select [Yes] or [No] whether the note is critical or not. Enter the text for the note in the field labeled ‘Text’.
[Modify Notes] allows you to change existing notes. You can view all notes or only notes of a particular category. The notes will be displayed in a List Display. After selecting a note the system will display the note and ask the modification prompt and for your initials.
[Exit] will return you to the Notes Menu.