Note Categories

Notes can be stored in Quadra for many of the modules and each can be assigned a Note Category for easier organization.  

Access Note Categories

Add Note Category

Edit Note Category

Remove Note Category

Access Note Categories

1. From Quadra, access Administration.
2. On the left hand menu, go to Notes and click Note Categories. 

Add Note Category

1. Open Note Categories from Administration.
2. On the main Note Categories page, click Add Note Category.
   
3. Fill out the Note Category form: Enter in a new category. 
4. Click the Save icon at the right. 
   

Edit Note Category

1. Open Note Categories from Administration.
2. Select a Note Category from the list and click the Edit icon at the right. 
   
3. Edit text as needed for Note Category.
4. Click the Save icon at the right. 

Remove Note Category

1. Open Note Categories from Administration.
2. Select a Note Category from the list and click the Delete icon at the right.
   
3. In the confirmation box asking if you are sure you want to delete this note category, click OK.