Wiki source code of Notes / Actions

Last modified by MasterApps Support on 2021/06/18 02:11
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1 Filenotes relating to incidents or claims can be stored in **Injury Master** in the **Notes / Actions** tab within any Incident / Claim.
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3 Pending actions appear at the top of the notes list, followed by the rest of the notes with the most recent at the top. [[image:Attachments.WebHome@mceclip0.5c1cd.png||alt="mceclip0.png" style="max-width:510px"]]
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6 ==== **Viewing Notes / Actions** {{id name="viewing-notes-actions"/}} ====
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8 **[[image:Attachments.WebHome@mceclip1.635f6.png||alt="mceclip1.png" style="max-width:605px"]]**
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10 The following information is displayed with each note / action.
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12 1. **Note Type**
13 1. **Note created date** (hover mouse to view created time)
14 1. **Created / Updated by User** (hover mouse to view created user / date and most recent update user / date)
15 1. **Edit** – opens window for make changes to note content / details
16 1. **Delete**
17 1. **Contact assigned to Action**
18 1. **Note Content**
19 1. **Note Tags**
20 1. **Action Status Tag**
21 1. **Attachments** – attached notes (page icon) or documents (download icon)
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23 Selecting the attachment button provides a preview of the attached Note / Documents, as well as the following options:
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25 [[image:Attachments.WebHome@mceclip3.516f3.png||alt="mceclip3.png" style="max-width:212px"]][[image:Attachments.WebHome@mceclip2.08d3e.png||alt="mceclip2.png" style="max-width:249px"]]
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27 * **Eye** – view the attached note / document isolated within the Notes / Documents area
28 * **Download** – view the content of the attached document itself
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31 ==== **Filtering Notes / Actions** {{id name="filtering-notes-actions"/}} ====
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33 By default, some notes are hidden when viewing the main Notes / Actions list. These include:
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35 * Notes within Processes
36 * Notes attached to other notes
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38 Hidden notes are displayed in a blue ribbon at the top of the Notes / Actions list, and can be viewed with the full list by selecting Show all.
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40 [[image:Attachments.WebHome@mceclip4.0d331.png||alt="mceclip4.png" style="max-width:629px"]]
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42 Specific notes can be searched for by typing words / phrases into the search bar which are found in the notes’ content.
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44 [[image:Attachments.WebHome@mceclip5.69f67.png||alt="mceclip5.png" style="max-width:243px"]]
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46 Notes can also be filtered in the following ways:
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48 * **FROM PROCESSES**
49 ** Hide Notes from Processes (Default)
50 ** Show only Notes from Processes
51 ** Show All
52 * **ATTACHED TO**
53 ** Attached to Nothing
54 ** Attached to other Notes
55 ** Show All
56 * **TYPE** (according to available note types)
57 * **TAGS** (according to available note tags)
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59 For further information, please refer to [[Filters>>doc:Injury Master.Administration.Filters.WebHome]].
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61
62 ==== **Moving Notes** {{id name="moving-notes"/}} ====
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64 **[[image:Attachments.WebHome@mceclip7.cd6cf.png||alt="mceclip7.png" style="max-width:489px"]]**
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66 Notes can be bulk handled by ticking the boxes next to the notes. This can be done individually or from __Select__  __Select All__. There are then 3 options for handling multiple notes:
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68 * **Notify** (only applies to actions)
69 * **Move** – to other incidents / claims
70 * **Delete**
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72 Selecting **Move** will open the **Move To Incident/Claim** window, from where you can find the incident or claim to move the selected notes to, and select **Move** to apply the changes.
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74 [[image:Attachments.WebHome@mceclip8.b9457.png||alt="mceclip8.png" style="max-width:390px"]]

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