Notes  

Description: Welcome to the Notes page. This page allows users the capability to create, view and edit Notes in the YouthBuild system. Located in the Notes Overview section users have the capability to filter/search for specific Notes.  

Functions: This page contains the following functions:

• Filter/Search for a Note

• Add New Note

• View an Existing Note

• Print Notes

Filter/Search for a Note

Complete the following to Filter/Search for a Note:

• Located in the Notes Overview section are various filtering/searching methods which can be used to filter out the notes displayed.

Filter/Search Section

• Use these Search fields to locate a specific note or a group of notes.  

• Using the Note Type drop-down list, select the type of notes you wish to view.

• In the Date Created text box, enter the date the note was created (if known).

• In the Search Start Date text box, enter the Note's start date. Users can also use the (Calendar) icon to select the date.

• In the Search End Date text box, enter the Note's end date. Users can also use the (Calendar) icon to select the date.

• In the Entered By text box, enter the name of the user who entered the note.

• Once necessary fields have been populated, click the (Search) button. All notes matching the criteria entered will populate the Notes Overview section.  

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Add New Note

Complete the following to add a new note to the participants case:

• Click the Add New Note link located on the right hand side of the page. This will open the Add Note form.

• To complete the form Click Here.

• Once completed the newly created Note will display in the Notes Overview section.

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View an Existing Note

Complete the following to view an existing note:

• Select an Existing Note under the Type column. This will open the Update Note form.

• To update this form, Click here. Otherwise, click the (Cancel) button to return to the Notes page.

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Print Notes

Complete the following to Print the Notes:

• Click the 'Print Notes' link located above the Type column. The notes (all notes) will open in a .pdf file.

• Click the (Printer) icon located on the top of the page to print the displayed notes.  

Note: Users MUST have Adobe Acrobat Reader in order to view the Notes in the printable window.

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