Creating a New Note

Click the New Note button
The Note Editor will display
 
Creating a New Note
1

Note Text

1. Note Text
Enter the text of your Note here.
2

Create a Public Note

2. Create a Public Note
Tick Public Note if you wish for your note to be visable to all staff members.  This type of note will appear in the list with a yellow background e.g.
Leave Public Note unticked if this note is to be visable to yourself only. This type of note will appear in the list with a yellow background e.g.
3

Send as popup message

3. Send as popup message
Tick Send as Popup Message to send a note to a specific user as a pop up message.
When this box is ticked then Send to User field is enabled
Select the user to send the Message to from the drop down list
 
A pop-up message is displayed in the bottom right-hand corner of your Bp Allied screen
 
Hovering the mouse over the message turns it into a hyperlink. Click on the hyperlink to display a split screen version of the Note editor screen to be able to type a reply message.
 
 
This type of message can only be sent to Bp Allied users and is not displayed in the notes list.
4

Note Date

4. Note Date
Select the date for when you wish the note to appear within the notes area.
  • By default the note date is set to Today.
  • Private notes are only displayed on the date they are created or the date they are set to display.
5

OK button

5. OK button
Click OK to save or send your note.
6

Cancel button

6. Cancel button
Click Cancel to exit the note area and disreagard and changes.