This section describes the steps and process involved in maintaining notes.

Maintain Notes Page Layout

The Maintain Notes page contains a table, which lists all the note records in the database, and a hyperlink for adding a new note.

For each record listed in the table there is also an Edit and Delete hyperlink which allows you to edit or delete a selected record. The table’s data columns are also sortable.

These four major processes of Adding, Editing, Deleting and Sorting are described as follows.

To add a new note

1. Click the ‘click here’ hyperlink located at the top left of the table. This will redirect you to the Add Note page.

The Add Note Page

This page contains the Add Note form with no fields pre-populated.

To add a new note record to the database:

1. Complete the required fields on the form. There are two mandatory fields Note Type and Note.
2. Click the Update Details button to add the new note record to the database. If the process is successful you will be redirected to the Maintain Notes page and the new note will be displayed in the notes table. If any of the mandatory fields are not complete a list of required fields is displayed.
3. Clicking the Cancel button returns you to the Maintain Notes Page without any changes being made to the database

Editing a Note

To edit a note:

1. Click the Edit hyperlink of the note record you wish to edit. This will redirect you to the Edit Note page.
   The Edit Note Page

This page contains the Edit Note form with the drop down lists pre-populated with the details of the note being edited.

To edit a note:

1. Update the fields you wish to change. The two mandatory fields Note Type and Note must be populated.
2. Click the Update Details button to save the new details to the database. If successful you will be redirected to the Maintain Notes page and the edited note’s details will be displayed in the notes table. If any of the mandatory fields are not complete a list of required fields is displayed.
3. Clicking the Cancel button will return you to the Maintain Notes page without any changes being made to the database.

Deleting a Note

To delete a note:

1. Click on the Delete hyperlink. This will display a confirmation dialog box asking you to confirm wether you want to delete the note.
2. Click OK to delete the note or click Cancel to close the dialog box and no changes will have occurred.

Sorting the Note Table

To sort on a column:

1. Click the column heading of the data you wish to sort; this will redisplay the data in the table in either ascending or descending order. Clicking the column heading again will resort the data in the reverse order.