Working with Notes Manager

In the Note Manager, you can perform the following tasks:

Task on Note Templates Perform these Sub Tasks For More Information
Viewing the Source Reports from Note Template
  • View the source reports from the Note Template.

  • You can then either open or edit a selected report.

Viewing the Source Reports from the Note Template
Changing the Data Source

You can change the data source that is pointing to the Note Template.

Changing the Data Source for the Note Template
Granting Access to the Note Template

You can Grant Access to the Note Template.

Granting Access to the Note Template
Deleting the Note Template

You can delete the Note Template and associated Notes.

Deleting the Note Template
Task on Notes Perform these Sub Tasks For More Information
Viewing the Source Reports from Notes
  • View the source reports from the Notes.

  • You can then either open or edit a selected report.

Viewing the Source Reports from the Notes
Granting Access to the Notes

You can Grant Access to the Notes.

Granting Access to the Notes
Deleting the Notes

You can delete the Notes.

Deleting a Note
Viewing the Note Text

You can view the Note Text.

Viewing and Editing the Note Text
Editing the Note Text

You can edit the Note Text.

Editing the Note Text
Clearing the Note Text

You can clear the Note Text.

Clearing the Note Text