Advanced Enterprise Technologies, Inc.
Table of Contents

Create a Note

You can create notes from two different places in Quadra: 1) the Notes module and 2) from an individual asset. The instructions below will discuss both methods.

 

Create Note From Notes Module

Create Note From the Asset Module

 

Create Note From Notes Module

  1. Open the Notes module of the account that you plan to edit.
  2. Click Add Note.
  3. Fill out the General tab:
    • Select an Account if you are not using the correct account.
    • Select the Module that this note will affect.
    • Select a Category, if available.
    • Type the note in the text box.  
  4. If the note is a to-do item and needs to be assigned to a user, proceed to the Task tab at the top.
  5. Fill out the Task tab:
    • Select a Priority.
    • Select Yes for Assign Task.
    • Select a user for Assigned To.
    • For Send them assigned notification, check the box if you want the user to receive an email stating they have been assigned a task.
    • For When Due Notify, select a user.
    • Type a Due Date and a time.
    • For Task Type select One Time or Recurring.  Fill out the additional fields for a recurring task.
  6. Click Add Note.



     

Note categories are defined and edited in Administration.

 

 

Create Note From the Asset Module

  1. Access the asset from the respective module. For this example, we used Structures:
  2. From the action menu, select Notes.
  3. Click Add Note.
  4. Fill out the General tab:
    • Select an Account if you are not using the correct account.
    • Select the Module that this note will affect.
    • Select a Category, if available.
    • Type the note in the text box.  
  5. If the note is a to-do item and needs to be assigned to a user, proceed to the Task tab at the top.
  6. Fill out the Task tab:
    • Select a Priority.
    • Select Yes for Assign Task.
    • Select a user for Assigned To.
    • For Send them assigned notification, check the box if you want the user to receive an email regarding the task.
    • For When Due Notify, select a user.
    • Type a Due Date and a time.
    • For Task Type select One Time or Recurring.  Fill out the additional fields for a recurring task.
  7. Click Add Note.

Contact your Quadra administrator to create categories.