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The Notes Purpose screen allows the Admin to designate types of notes for the users to use on their timesheets in Time.

To add a Notes Purpose

  1. Expand Time by clicking on the plus sign.
  2. Click on Notes Purpose
  3. Click on Add
  4. Enter the following:
    1. Format: Defines the field input format on user entry, available options (Decimal 2 field, Integer, Drop Down and Group is required, Free Text)
      1. Free Text - Allows users to enter in notes as a free text field
      2. Drop Down and Group is Required - A field group will need to be created for this option. For the notes, the users will need to select from a drop down menu based on what is set up under the field group.
      3. Integer - Allows users to enter in integers for the notes. Only allows whole numbers, no decimals or fractions.
      4. Decimal 2 field - Allows users to enter in decimals for the notes.
      5. Additional Fields- allows administrators to require more than one type of a note in a single entry. Field Labels, Field Group and Group Details will need to be created separately from Time → Additional Fields menu then assigned to the corresponding Notes Purpose under Additional Fields tab per below.
    2. Note Purpose: This is the ID that will be hard coded for this Notes Purpose
    3. Name: Enter a name for this Notes Purpose which will be visible to the user.
    4. AutoFill Text (for Free Text format only): Enter text that will be AutoFilled when this Notes Purpose is selected.
  5. Click Save