Custom Note Sub Types
Description: In this topic, the user will learn about custom note sub types. Notes in DCI require a Type to be selected at creation. If the note being created is not associated with the current item types available in the drop-down, create a custom note sub type (e.g., employee complaint or kudos log). Additionally, custom note sub type templates can be created for the subject and body of the custom note. Use the note template to prompt users to input specific details and/or answer specific questions when adding a note.
Role Required: Super User
Permission Required: Notes Sub Type Admin
Create Note Sub Type
Log in to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
Click Actions
Select Add New Custom Drop Down Item from the drop-down menu
Complete the form wizard
Item Type: Select Note Sub Type
Item Name: Enter a name for the new custom note sub type
Set Template: Select Yes or No. Defaults to No. Select Yes to expand the form to include Subject and Body fields to create note templates.
Subject: Add the template subject (e.g., Monthly Summary)
Body: Add the template body (e.g., key questions that must be answered in the note or prompts)
Please note: If the Set Template field is set to Yes, the user must complete either the Subject field or the Body field or both fields to save the form.
Item Status: Select Active
Click Save and Yes to confirm
This custom note sub type can be added to any note in the system. If the Set Template field is set to Yes, the note will pre-populate with the template text as indicated in the Subject and/or Body fields.
Edit Note Sub Type
Login to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
Select Note Sub Type from the Select Item Type filter and click Search
Click anywhere on the note sub type row to open the details page
Click Actions
Select Edit Custom Drop Down Item from the drop-down menu
Update the Item Name or Item Status fields as needed
Click Save and Yes to confirm
Search for and View a Note Sub Type
Log in to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
In the Select Item Type filter, select Note Sub Type.
Click Search
Click anywhere in the row to select a particular Note Sub Type and open the custom drop down details page
Click on the tabs to view additional information
All notes that have been added to the system with this sub type will appear in the Notes tab. Use the filters to find desired notes.
Export Note Sub Types
Log in to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
In the Select Item Type filter, select Note Sub Type.
Click Search
There are two options to export:
Export all Note Sub Types by clicking the Export button located beneath the search filters OR
Use the filters to search for specific Note Sub Types, then click Export.
The file will automatically download and save as a .CSV file to the Download folder on the user's computer. The file is compatible with Microsoft Excel.