Add Transaction Note

The Add Transaction Note function is used to attach a note to an employee schedule. This note can give information such as why an employee came in late or left early or any other information.

These notes may be included in certain schedule reports, if the report parameter is set to include them.

To add a note to an employee schedule complete the following steps:

1. In the Employee Schedule Grid, highlight the schedule that should have the note attached.
2. Open the screen to add a new note using one of the following options.
   • Right-click to open the menu and then select the Add Transaction Note function
   • From the tool bar, open the Edit menu and then select the Add Transaction Note function.
   • On the keyboard, hold down the <Ctrl> button and then click on the T button.
   • Double-click on the cell to open the Pending Schedule box, then expand the Notes section.
3. The following screen is displayed. The Notes section is near the bottom of this screen.

   

4. To add a predefined note, click on the icon to the left of the Predefined Note Code field to access a menu of existing code options.

   The code to identify a standardized note that can be attached to an employee transaction to give additional information.

   Predefined notes may be editable so the user can enter more information which is specific to the employee.

   

5. Select an option from the listing. The Subject and Body fields are automatically filled in with the values from the predefined note. If the body is editable, additional information can be typed in the field.
6. If a predefined note is NOT selected, enter a title for this note in the Subject field.

   The topic of this notation. When a predefined note is configured to be editable, the subject entry can be modified.

7. In the Body field, enter any information for the note.

   The free-form text of the message. When a predefined note is selected, the text is automatically displayed. When the predefined note is configured to be Editable, additional information can be entered in this field. If this is not a predefined note, type the text in this field.

8. Click on the Apply & Close button at the bottom of the Pending Schedule box to save this note. Click on Cancel to cancel the creation of this note.

   Note: For more information on predefined notes, see the Configuration section>System card>Predefined Notes screen.