Best Practices

Overall:

• Remember that the Note Template name cannot be changed once created.
• Use the Note template property "Editable" to lock down all Notes from a template for editing.

When using Note Templates with inserted Notes boxes in a report:

• To keep all note and other report object content on one page, set the Note Template size to Fixed and set a character limit.
• When should a separate Note Template be created?
  • Separate Note Templates should be created for different types of narrative displayed in a report, especially when separated by other report objects such as grids and charts.
  • You can reuse a Note Template in another report for narrative collection using a different POV, if possible.

POV usage:

• You can remove POV dimensions that won’t be used for Note entry or reporting via the Note Template dimension layout.
• However, once a Note is created from the Note Template, the dimension layout cannot be modified.

When using Note Templates with inserted Notes boxes in a report:

• Use the POV selections to restrict or allow entry to specific time periods and other dimensions from period to period.

• Select multiple members for a dimension, where users can select a member and enter their respective Notes (For example: Entity or Department dimensions).

  • Use "Display Suggestions Only" in a POV dimension so the user cannot select members other than those listed.
  • Upon roll-forward, you can change the POV selections for Time-related dimensions, so users only enter Notes for the current reporting period