Create Note Template Text
Explanation
This activity is used to define the text that can be used on a note
template. Once created, the template text can be used to pre-populate
repetitive notes with a standard text.
It is possible to link one or many Note Template Text records to a
Note
Type.
It is possible to add Translations to the note template description and
the template text block using the Translation button on the
Note Template Texts page. The translated fields
will be visible on pages where service notes are available when adding a new
service note.
Limitation: The template text block cannot be
translated if it exceeds 4,000 characters.
To specify the applicability for the Note Type, use the
Applicable For tab (in the nested view) after creating the
Note Type. This establishes a link between the Service Organization or
Service Delivery Unit and the Note Template Text.
- When a new row is selected, it’s possible to choose a Service
Organization, optionally including a Service Delivery Unit.
- The Has Applicability badge will indicate whether
applicability has been added on the Note Template Text page, allowing for easy identification without requiring a check
in the nested view.
- Request and Request Work Task Service Notes will be filtered based
on the following criteria related to applicability:
- If a Service Delivery Unit (SDU) is specified, the template will
apply to the defined Service Organization (SO) and SDU.
- If no SDU is specified, the template will apply to the defined
SO.
- If no SO is specified, the template can be used globally without
any restrictions.
Prerequisites
System Effects
- As a result of this activity the Note Template Text, used when creating
a
Service Note, is created.