Managing Notes to a Schedule


 This process cannot be done from a mobile device.

Managing notes to a schedule can be easily done by following these few simple steps:

Step 1.

Click on the Modules tab, then click on the  Schedule Groups icon in the ribbon on main page.


Step 2.

Create a new schedule or open an already existing schedule from your desktop computer.

 If creating a new schedule group, all required fields must be filled in and then saved before you can proceed to Step 3. If you need help on how to create a new schedule group, see article, “How to Schedule Groups Manually.”

Step 3.

Click on the Schedules tab on the upper left-hand section, then the Notes tab in the bottom right-hand section.


Step 4.

Select the  New Note icon.

 To modify or edit a note, go to Step 6.

 To delete a note, go to Step 7.


Step 5.

Once the note section has opened, enter in the desired notes to the provided space, then, when completed, click on the  Save icon to complete the process.


Step 6.

To modify or edit a note in a schedule, click on the  Update pencil icon. You will then be able to edit the attached note. Once completed, click on the  Save icon.


Step 7.

To delete an existing note, click on the  Delete icon. You will be asked to confirm the deletion. Once you have confirmed the desired delete action, the note will be permanently deleted.




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