# Quick Notes

### Viewing Quick Notes

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### Before you start

You must have **System Set Up** selected in the Admin tab of your **General Access security role**.
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1. Select the Menu button, then **Admin**, then select **System Administration**. The System Administration window appears.
2. In the Explorer pane, expand **System**, then select **Quick Notes**. The Quick Notes window appears, listing the quick notes that are currently available.
3. **Active** is selected by default and displays all of the active quick notes. To display deleted ones, select the **Deleted** button.

### Adding a Quick Note

You can add a quick note that can be used when logging/actioning a call, request or task.

1. Select the Menu button, then **Admin**, then select **System Administration**. The System Administration window appears.
2. Select **Quick Notes** from the Explorer pane or the menu. The Quick Notes window appears, listing the quick notes that are currently available.
3. Select **Add** to add a new note.
4. Complete the details as follows:

<table><thead><tr><th width="154"></th><th></th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>Type the name of the note, up to 80 characters. This will appear in the drop down list of available Quick Notes from within the call, request or task window</td></tr><tr><td><strong>Call/Request/Task</strong></td><td>Select the entity for which the note is being created</td></tr></tbody></table>

5\. In the lower **Quick Note** text area, type the details to be included in the note.

6\. Select **Visible in Self Service Portal** to make the quick note available to Analysts and Users logging in via the Self Service Portal.

7\. Select a **Security Profile** to restrict the Quick Note to Analysts with a specific security profile. Leaving the default “Unspecified” will make it available to all Analysts.

8\. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Updating a Quick Note

You can change the details of a quick note to reflect changing needs of the organization/department.

1. Select the quick note you want to update. The details are displayed in the **Quick Note** text area.
2. Overwrite with the necessary changes.
3. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Deleting a Quick Note

1. Select the quick note you want to delete. The details are displayed in the Quick Note text area.
2. Select the Delete icon.
3. Select to save the changes. Provide the Change Reasons if prompted to do so.

### Undeleting a Quick Note

1. **Active** is selected by default and displays all of the active quick notes. To display deleted ones, select the **Deleted** button.
2. Select **Undelete**. The quick note disappears from the list of deleted items.
3. Select the **Active** radio button to see it listed among the active quick notes.