Configuring Note Types

Notes are available for documenting various kinds of information that can then be made available at points throughout OPERA Cloud. For example, notes can be added to profiles, to reservations, to events, to business blocks and so on. Notes can be accessed in a variety of ways, but generally you can view and manage notes by selecting the Notes details link from the I Want to . . . or presentation page

Adding Note Types

From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Click New and complete the following:
1. Notes Group: Select the note group from list for which this note type belongs.
2. Code: Enter a code for this note type.
  
  Note:
  Note type codes cannot contain ampersands (&). Any note type code containing an ampersand will only display the characters just before/just after the ampersand. For example a note type code of S&C would display only as SC.
3. Description: Enter a description for this note type code.
4. Display Seq: Enter a number that controls the position of the note type in the Note Types in list. If left blank, notes will appear in alphabetical order.
5. Internal: Select check box to designate notes of this note type as internal by default. Internal notes are not output on stationery or on reports (unless the report explicitly allows display of Internal Notes).
6. Override Internal: Select this check box to allow a user to override the internal checkbox when adding a note.
  
  Note:
  If Internal is selected and Override Internal is not selected, a note of this note type will be designated as internal and a user cannot update the designation. If Internal is selected and Override Internal is also selected, a note of this note type will, by default, be designated as internal, but a user may update the check box to remove the internal designation. If Override Internal is selected and Internal is not selected, the note of this type will not be designated as internal, but the Internal checkbox will be available for the user to update.
7. Default Note Type: Select to specify the current note type as the default. The default note type will display whenever a note of that notes group is created. This applies to AR Account Notes, Business Block Notes, Profile Notes, Event Notes, Contract Notes and Property Notes When the Default Note Type has Default Note Text applied to it (see Default Note Text below), the default note text will also display when the note type is defaulted.
8. Default Note Text: Select check box to setup a default note text to populate to the comments field when when adding a note.
  1. Click New to add a default note.
    1. Global: Select to setup default note for all properties
    2. Property: Select to setup default note for a specific property
      
      Property: Select a property from the list
    3. Note Text: Enter the note text to default to new note.
  2. Click Save.
  3. To edit, click the vertical ellipsis Actions menu and select Edit.
  4. To delete, click the vertical ellipsis Actions menu and select Delete.
Click Save.

Editing Note Types

From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Enter search criteria and click Search.
Select the note type, click the vertical ellipsis Actions menu and select Edit
Update the configuration.
Inactive: Once a note type has been applied to a note, it cannot be deleted. Use the Inactive check box to remove the note type from use. Inactive notes will not be displayed in OPERA Cloud and will be treated as if they have been deleted. Inactive notes will be purged after 7 days by the purge process.
Click Save.

Deleting Note Types

From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Enter search criteria and click Search.
Select the note type, click the vertical ellipsis Actions menu and select Delete.
Click Delete and confirm the deletion.