This page allows you to add additional Note and Task types. Items entered here appear in the drop-down menu when creating a new note or task. You will need to be a site administrator to access the Note and Task Types menu.

To add a new note or task type:

• Click Administration in the menu at the top of the screen.
• Click on Reference in the menu on the left.
• Click on Loan in the submenu that appears.
• Click on Note & Task Types in the Loan submenu.
• Click Add.

 

 

The add type pop up will appear.

• Enter a name for the type you are creating in the description field. This is the name that will appear in the dropdown menu when a user is selecting it, so make it as descriptive as possible.
• If you want to enable a field to track hours for the note/task, click the Track Hours check box. This will enable a field in which a user can enter the number of hours they worked on a note or task. Please note this is manual tracking, user will need to enter the amount of hours themselves, this feature does not track hours automatically.
• Mark the type active. If the active box is not checked, the type you are creating will not be available for selection.
• When you finish filling out the information you need to, click save.

 

 

To edit a type:

• Click the hyperlinked type.
• The edit type pop up will appear. It is identical to the create type pop up. Make your edits and click save.

 

In general, we do not recommend deleting types, instead if you want to remove as an option in your system, mark it inactive by clicking on the type and unchecking the active box, then clicking save. This will remove the type from selection in Ventures, but will not affect loans it has already been used in.

 

 

• If you do want to delete a type click the X icon in the row of the type you want to delete.

 

 

• Before you confirm that you want to delete the type, it is important you use the Replace With dropdown menu to select a replacement type. This type will automatically replace the type you are deleting anywhere it is selected. Make sure you select a type to replace the deleted type with.
• Confirm that you want to delete type by clicking the delete button in the confirmation pop up that appears.

 

 

You will return to the type page and the type will be deleted.

 

After adding a new type to this menu, a report field will be created and added to the Loan Notes Tasks Latest By Type report category field.