Configure Your Notes Form

The Notes form is presented with a standard configuration that may be utilized "as is". In addition, if needed, the form allows you to configure key aspects of information that you track, present and report. This allows you to make this section of the tool unique to your own needs.

Configuration options include:

• Attributes – Identify unique information and data relevant to your organization and utilize the additional available fields to capture this information
• Category Values – Create your own drop-down lists for users to select a response when providing information
• Presentation Layer – Change the layout (order, location etc.) to group and organize information pertinent to your reporting needs
• Searches & Reports – View your unique information and results in searches and reports available in the system

See Configuration for detailed information on how to utilize the configuration functionality.