Configure note labels

Study site notes can be organized using the account-level labels. Labels provide the note with standardized tags so they can be queried in data reports and organized by label name. Account level labels can also be deleted.

You must have a role with Account note label configuration permission to complete this task.

1. From the account menu, choose note labels.
2. To add a label: At the Note label name field, enter the preferred name and click Add. Repeat this step to create additional labels.
3. To delete a label: Click the row for the label you want to delete, and Click Remove.
4. In the confirmation pop-in, click Delete.
5. Click Save.

   WARNING:

   Deleting a note label will result in the label not being available for future site note creation and will remove the label from existing site notes. This cannot be undone! Recreating a label with the same name will not restore the label to previous site notes.