When you set up a project you can add a note row () 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.
In the note row () row you want to change, click the symbol (Note Details) in the Action column.
The Note Details dialog box opens to the Overview tab.
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.
Find an existing note and then click it. Then, click Link.
To add or edit note details for the current note, do any of these steps:
Click the Title field and type or edit the note title (required). Then, click (Record) and record that note title.
Optionally, click the Description field and enter a description of the note in the vernacular language or a language of wider communication (LWC).
Click the Category down arrow (), and then click an existing category.
To add a new category, click Add New Category and type the name of the category. Then, click to save the new category or
to delete what you just typed.
Categories will be part of the published contents. You see them in the Reference column in the Sections & Passages tab.
Optionally, click the Keywords down arrow (), and then click an existing keyword, or type a new keyword.
Keywords are only used in APM. You can use them if you search () for notes.
Optionally, click the Link field and type or paste an Internet URL that links to optional supplementary information.
URLs are only used in APM.
Click Save.
The References tab is displayed.
To remove or edit categories, use the Edit Team Categories (or Edit Personal Projects Categories) dialog box.
To remove one or more unwanted keywords from the Keywords field:
Click to remove the keyword that appears with that word.
Click X (Clear) to remove all keywords.
To delete or edit a keyword, use the Keyword Editor dialog box.
In the References tab, do these steps for each reference that you think this note can be use with:
Double-click the first empty cell in the Book column to make the down arrow () appear.
Click the down arrow, and then click the book.
Double-click the cell in the References column, and type the reference range for the note.
Click Save.
The dialog box closes.
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.
To play an audio recording, click .
To update users with the desired version of the note, do these steps:
Click the Latest Version down arrow () and then click number of the version that you want so set as the latest version.
In the Published column, click the symbol for the latest version and to open and use the Publish Media dialog box.
To download an audio recording, click .
Click X to close the dialog box or click another tab.