Wiki source code of Note Types

Last modified by MasterApps Support on 2021/06/18 02:11
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1 All Notes / Actions within **Injury Master** are categorised by **Note Type**, according to the function of the note / action. Notes Types help with identification and filtering in the notes list. Like general notes, Actions are also categorised by type.
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3 [[image:Attachments.WebHome@mceclip0.5a9e2.png||style="max-width:427px" alt="mceclip0.png"]]
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5 Note Types can be specified when adding notes to the system. Other note types can be added from other areas of Injury Master, such as Status Summary from the Dashboard, or Sent SMS/Email as an extra option when they are being sent.
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7 Default Note Types in **IM** are as follows:
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9 *. **Notes**
10 **. Filenote
11 **. Sent Email
12 **. Sent SMS
13 **. Status Summary
14 *. **Actions**
15 **. Claim Administrator Action
16 **. Corrective Action
17 **. Form Request
18 **. Investigative Action
19 **. Manager Action
20 **. Progress Review Action
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24 ==== **Adding Note Types** {{id name="adding-note-types" /}}====
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26 Note Types can be added or edited from **SETTINGS ~-~-> ****Note Types & Templates** in the __Note Types__ tab. This area shows the full list of Note Types available to your account.
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28 [[image:Attachments.WebHome@mceclip3.a7e8c.png||style="max-width:714px" alt="mceclip3.png"]]
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30 From the Note Types list, some notes have different identifying markers:
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32 *. **System** – Default Note Types for IM. These cannot be edited or deleted
33 *. **Action** – Note Types that have actions to be completed. Also identified by coloured icon tile
34 *. **Claims Only / Incidents Only **– Notes which only appear as options for Claims / Incidents accordingly
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36 New Note Types can be created by selecting the blue **Add Note Type** button. The following window will open: 
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38 [[image:Attachments.WebHome@mceclip4.a5096.png||style="max-width:314px" alt="mceclip4.png"]]
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40 Choose a Name, Incident Mode (Incidents Only / Claims Only / All), and whether the note type Is Action. If “Is Action” is tic­ked, you are further prompted to specify a colour and icon from a long library, which will appear as a tile to identify the Action. Once happy with the details, select **Add** to create the Note Type.
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42  
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44 ==== **Edit Note Types** {{id name="edit-note-types" /}}====
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46 Note Types can then be handled in a number of ways.
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48 [[image:Attachments.WebHome@mceclip5.3d0e1.png||style="max-width:592px" alt="mceclip5.png"]]
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50 *. **View** – View Note Type details (System Note Types)
51 *. **Edit** – Edit Note Type details (not for System Note Types)
52 *. **Replace** – Replace Note Type with another existing Note Type. All notes of the former Note Type will be transferred to the replacement Note Type
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54 [[image:Attachments.WebHome@mceclip6.a044f.png||style="max-width:350px" alt="mceclip6.png"]]
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56 *. **Archive** – Move Note Type to __Archived__ Note Types can also be bulk archived /unarchived by ticking their boxes or “Select All” from the __Select__ button, and then selecting __Archive__.
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58 [[image:Attachments.WebHome@mceclip7.dcd3f.png||style="max-width:455px" alt="mceclip7.png"]]
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60 *. **Unarchive** – Move archived Note Type to __Current__ tab (archived Note Types)
61 *. **Delete** – Permanently delete Note Type (archived Note Types
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63  
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65 ==== **Other Note Type Options** {{id name="other-note-type-options" /}}====
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67 **[[image:Attachments.WebHome@mceclip0.bbccf.png||style="max-width:169px" alt="mceclip0.png"]]** 
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69 The Note Type list can be further customised from the **blue** drop-down arrow. The following options appear:
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71 *. Reset to Default List
72 *. Enable Company Specific Note Types
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74 For further information, please refer to [[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]]

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