Note Templates

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When adding notes to Incidents / Claims in **Injury Master**, some Note Types offer **Note Templates** for the Content of notes. There are a range of Note Templates available in IM by default, but new templates can also be created for your account.

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[[image:Attachments.WebHome@mceclip0.f251a.png||style="max-width:401px" alt="mceclip0.png"]]

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Each Note Type has its own unique list of Templates. Once the Note Type is selected, the “Select from a template” drop down list appears. Select one of the templates from the list and it will auto-populate the content field.

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[[image:Attachments.WebHome@mceclip1.d30b4.png||style="max-width:329px" alt="mceclip1.png"]]

==== **Adding Note Templates** {{id name="adding-note-templates" /}}====

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The full library of Note Templates can be viewed from **SETTINGS ~-~-> Note Types & Templates ~-~-> **__Note Templates__. The templates name and content are displayed, organised by the Note Type they are specific to.

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[[image:Attachments.WebHome@mceclip2.f48ec.png||style="max-width:549px" alt="mceclip2.png"]]

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To create a new template, select the blue **Add Note Template** button. The following window will open:

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[[image:Attachments.WebHome@mceclip3.2056e.png||style="max-width:405px" alt="mceclip3.png"]]

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Choose the Note Type for the template to be specified to. Then choose a Name and type the template Content. You can also add a number to Order, which will arrange the templates in the list. Select **Add** to create the template.

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From the Note Templates list, the templates can then be edited, deleted, or deleted in bulk by ticking the boxes or by __Select All__ from the __Select__ list, and the selecting __Delete__.

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[[image:Attachments.WebHome@mceclip4.714b3.png||style="max-width:338px" alt="mceclip4.png"]]

==== **Other Note Template Options** {{id name="other-note-template-options" /}}====

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**[[image:Attachments.WebHome@mceclip5.ebabd.png||style="max-width:351px" alt="mceclip5.png"]]**

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The Note Templates list can be further customised from the blue drop-down list. The following options appear:

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*. **Import Note Templates**

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*. **Reset to Default List**

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*. **Enable Company Specific Note Templates**

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For further information, please refer to Importing Data, [[Reset to System Defaults>>doc:Injury Master.Administration.Reset to System Default Lists.WebHome]] or [[Company-Specific Entries>>doc:Injury Master.Administration.Company-Specific Entries.WebHome]].

Wiki source code of Note Templates

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