Adding and Editing Notes

KB Article #6950

The Notes feature allows users to add and edit notes. There are currently no prompts to add or view notes outside the menu item. 

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Click an option below to get started:

• To add notes:
  1. Open the repair plan. 
  2. Click Add Notes from the bottom of the left side panel.  
     
  3. Enter your note in the text box.
     
  4. When ready, click Save.
• To edit notes:
  1. Open the repair plan. 
  2. Click Share Documents from the left side panel.  
     
  3. If needed, change the Status to find the repair plan.
     
  4. Click the Notes tab. 
     
  5. Click the edit icon  () to the right of the line item. 
  6. Edit the note as desired in the Note Text field.
     
  7. When ready, click the checkmark icon ()to save the entry.
     1. Click the X icon () to cancel the changes.