How do I manage Internal Note from inside a row?

Table of Contents :

How do I view Internal Notes?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab and Click on APU Centre Tab.
3.	Scroll down and select record you wish to view.
4.	Hover over Current Status and Select any tab from dropdown. It will open new window.
5.	Click on view icon of a row. It will open new window.
6.	Go to Internal Notes section where you can view Internal Notes assigned to you.

How do I add Internal Notes?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab and Click on APU Centre Tab.
3.	Scroll down and select record you wish to view.
4.	Hover over Current Status and Select any tab from dropdown. It will open new window.
5.	Click on view icon of a row. It will open new window.
6.	Go to the bottom of the page for "Internal Notes" select the required user(s) from the selection box, then below the selection boxes, type of note. Note: Use the CTRL key on your keyboard to select multiple users.
7.	Enter your note.
8.	Click on the button 'SAVE INTERNAL NOTES'. Note: This note will not generate an email, instead, your message will appear in the recipient FLYdocs 'Inbox' page.

How do I edit Internal Notes?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab and Click on APU Centre Tab.
3.	Scroll down and select record you wish to view.
4.	Hover over Current Status and Select any tab from dropdown. It will open new window.
5.	Click on view icon of a row. It will open new window.
6.	It will open new window. Go to Internal Notes section where you have entered your note.
7.	Click on edit icon. It will enable your note into textarea.
8.	Enter your note.
9.	Edit your note and Click on UPDATE button. It will update your comment.

How do I delete Internal Notes?

1.	Login to your account using the username and password provided.
2.	Hover over the Fleet Management tab and Click on APU Centre Tab.
3.	Scroll down and select record you wish to view.
4.	Hover over Current Status and Select any tab from dropdown. It will open new window.
5.	Click on view icon of a row. It will open new window.
6.	It will open new window. Go to Internal Notes section where you have entered your note.
7.	Click on delete icon.
8.	It will show you pop up message. Click on OK button to delete your note.

Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.

Choose files or drag and drop files

Tags:

Was this article helpful?

Yes

Comments