Employee Master Maintenance

Employee Master Maintenance - Notes Window

Use the Notes Window to enter or remove notes about the employee. The notes can be printed as well. The table following the window example describes the Employee Notes Window.

Tips:

The displayed fields are user-defined and are specific to your facility. This means that the field names on your screen may not match the documentation. To define new note fields to display in the Employee Notes window, refer to Employee Notes Field Maintenance.
For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Notes Window:

1. Open Employee Master Maintenance.

2. Click Notes in the Menu Tree.

Employee Master Maintenance - Notes Window Example:

Employee Notes Window Prompts Tip: To see more information about a field, click the hyperlink for the field name.
Note Field Name	Displays the name of the user-defined note field.
Note	Enter the text for each applicable note field. (format varies)
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s] Note: At the Confirm Save prompt, click Yes to save the changes.
	CAUTION To avoid losing data, you must save new or changed records.
	To sort the fields by their Field ID or Field Name, click the Sort down-arrow and select the desired sort option. You can select to sort by the Field ID, which is the ID that was assigned when the fields were defined or sort by the field name. Options: To sort and display the fields by the Employee Note Field ID, click ID. To change the sort from ascending order to descending order (or vice versa), click ID again. To sort and display the fields by the Employee Note Field Name, click FN. To change the sort from ascending order to descending order (or vice versa), click FN again.
	To view the entire notes record for the employee, click View Record Contents.
	To print the Notes Record Report: 1. Click Print. 2. The following prompt displays: 3. Enter the number of copies you want. 4. To print to the Windows® default printer, click Print or press [ENTER]. Keyboard shortcut: [ALT + p] Or, to send the report to the Print View window, click Print View . Or, to close the window, click Cancel. Keyboard shortcut: [ALT + p]
	To delete all of the notes for an employee: 1. Click File from the Menu Bar. 2. Click Delete. 3. The following prompt displays: To delete the notes, click Yes. Keyboard shortcut: [ALT + y] Or, to retain the notes, click No. Keyboard shortcut: [ALT + n]