Note Type

Security Settings
This Maintenance is controlled through Group Security by the ‘Note Types Maintenance’ securable.
Note: This is part of the Extended Suite of People Management. If you see the Note Type Maintenance available for selection under the Human Resources Maintenance, you have been granted at least some visibility through Security Access for this Maintenance.

1. Note Type List
   Upon navigation into the 'Note Type Maintenance', you will see a list of all configured 'Note Types' available for selection within the 'Notes' card in People. Within this screen, you can search existing values as well as select the ‘New’ button to add new note types.
   Note: The entries entered in this Maintenance then become available for selection within the Notes card in People.

2. New
   To create a new 'Note Type' select the 'New' icon.



1. ID
   Fill in the short name.

2. Description
   Fill in the long name.

3. Save
   Once you are satisfied with your selections, click on 'Save'.



3. Delete
   To delete an existing Note Type, click into the one you would like to delete and select the 'Delete' icon.



4. Confirm Deletion
   When the 'Confirm Deletion' modal generates select 'Okay' to confirm deletion, or 'No' to return to the Note Type without deleting.

Note: Within People, this field can be found by navigating into the Notes tab. After selecting an existing note or adding a new one, you will be brought to the edit notes screen. In this screen, you can see the field for 'Note Type'.

Lookup Tool
Once this field is selected, you will see the values configured within the previously described maintenance available for assignment in the 'Note Type' lookup tool.