Use Note Details dialog box

When you set up a project you can add a note row (PIC) and record the note text. You can also record the note as an audio file in the Work area in a step that uses the Record tool. The audio recording of the note may or may not exist in a written form.

The Note Details dialog box opens to the Overview tab.

Overview tab

  1. In the Overview tab, if you will use existing note details for the current note row, click  (Find existing note).

You see a table for notes. You can filter, sort and search to you can find the note you want.

  1. To add or edit note details for the current note, do any of these steps:

Categories will be part of the published contents. You see them in the Reference column in the Sections & Passages tab.

Keywords are only used in APM. You can use them if you search () for notes.

URLs are only used in APM.

  1. Click Save.

The References tab is displayed.

Note

References tab

  1. In the References tab, do these steps for each reference that you think this note can be use with:

  2. Click Save.

The dialog box closes.

Versions tab

In the Versions tab, you see versions of the recorded audio note. These recording could have been done as step in your workflow or in Sections & Passages

In the Published column, the symbols indicate if a version of the note has been published.

  1. Click the Latest Version down arrow () and then click number of the version that you want so set as the latest version.

  2. In the Published column, click the symbol for the latest version and to open and use the Publish Media dialog box.

Click X to close the dialog box or click another tab. 

Related Topics

Add, More or Delete Notes

Publishing overview

Set-up procedures overview