Creating a note reason

You can create a note reason.

About this task

To create a note reason:


  1. From the tree in the application rules side panel, choose Document Specific > (Document Type) > Note Reasons. The Note Reasons window displays in the work area.
  2. Choose the Create New icon. The Note Reason Details window displays.
  3. In Note Reason, enter the note reason as you want it to appear throughout the system.
  4. In Short Description, enter a brief description of the note reason.
  5. In Long Description, enter a more detailed description of the note reason.
  6. Choose the Save icon.