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Resource Notes
Resource notes can be associated with individual resource items. Any number of notes can be associated with an item. Access the Resource Notes screen from the Notes button on the Event Resources screen.
The upper part of the screen is a list of notes that have been entered for the event. The lower part of the screen shows the full text of the note highlighted in the upper part of the screen.
To create a new note select the New button. To edit an existing note, highlight the note and select the Edit button. The Add Note or Edit Note screen appears.
Date. System date (current date). This field cannot be edited.
Internal. Select this check box if you do not want these notes to appear on any reports or letters.
Note Title. Assign a title or subject to the note. A clearly worded title makes it easier to locate this note later on.
Resource notes can be copied from one resource to another within the same event, between events of the same booking, or to event resources on other bookings. Highlight a resource note on the Resource Notes screen and select the Copy button to copy the note. The Resource Note Copy screen appears.
The Bus Block Source, Resource Source, and Resource Note Source fields show information about the resource note you are copying. These fields are view-only.
Bus-Block. Select the down arrow to display the Business Block Search field to search for another booking based on normal search criteria. Only a single booking can be selected and if one is not selected, then the source block will be listed as the target to search on.
Event. Available when the Show All Events check box is not selected. Select the ellipsis button to choose events from the Event Search screen to search. If one event is selected, the event description will display, but "Multiple" will display when more than one event is selected.
Event Date. Available when the Show All Events check box is not selected and no specific events have been selected. Select the calendar tool to choose a specific future date. This can also be used with the Event Type field, as long as both filter options are selected.
Event Type. Available when the Show All Events check box is not selected and no specific events have been selected. Select the ellipsis button to select an event type. This can also be used with the Event Date field, as long as both filter options are selected.
Show All Events. Selected by default and displays all resources of all events for the booking.
Date. Date and starting time of the target resource.
Status. Overall status of the target resource.
Event Name. Name of the event that the resource is associated with.
Resource. Name of the resource associated with the event.
P. Displays if the event is part of a programme. A Y will display if it is part of a programme and if not, then an N is displayed.
Click in the X column to select the resource or resources to which the note is to be copied. When you are done selecting the resources to which the note is to be attached, select the Proceed button. A message will confirm that the copy has been successful.
See Also
