Adding comments

Enter comments on records.

To add comments:

  1. From any form which supports comments, select the record for which to add comments, and then choose one of the following options:
    • Using the Comments tab—Click the Comments tab. The system displays the Comments page. Click on Add/Edit Comments. At the bottom of the page, the system expands the Add/Edit Comments section with HTML Editor Capabilities.

    • Using the Add/Edit Comments link—Click Add/Edit Comments for a selected record on the details tab of a form that supports adding comments, i.e., select a work order record, and then click the Activities tab of the Work Orders form. The system displays the Comments page. Click on Add/Edit Comments. At the bottom of the page, the system expands the Add/Edit Comments section with HTML Editor Capabilities.

    Note: Set HTMLCOMM to ON to view the HTML Editor toolbar. Contact your system administrator for more information on installation parameters.

    Crystal Clear Reports and Cognos Reports do not support HTML formatting. For Cognos Reports, the system will display comments as text without formatting.

    The Work Order Quick Close and Batch WO Update forms do not support adding HTML formatted comments.

    To access spell check functionality within the HTML Editor, download and install iSpell at www.iespell.com.

  2. Language—Select the language of the comment.
  3. Comments—Enter the comments on the form.
    Note: Format comments using the HTML Editor toolbar.
  4. Print with Document—Select to indicate that the comments print on the associated report.
  5. Click Save.
    Note: To save a comment, click Save Record. The system saves the comment.

    To clear a comment, click Clear Comment.

    To delete a comment, click Delete Comment.