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Create Note Sub Type

1. Log in to DCI

2. Click Settings on the main menu 

3. Click Custom Drop Down on the submenu  

4. Click Actions

5. Select Add New Custom Drop Down Item from the drop-down menu

6. Complete the form wizard

1. Item Type - Select Note Sub Type

2. Item Name - Enter a name for the new custom note sub type

3. Status - Select Active  

7. Click Save and Yes to confirm

This custom note sub type is now available to be added to any note in the system.

Edit Note Sub Type

1. Log in to DCI

2. Click Settings on the main menu 

3. Click Custom Drop Down on the submenu  

4. Select Note Sub Type from the Select Item Type filter and click Search

5. Click anywhere on the note sub type row to open the details page

6. Click Actions

7. Select Edit Custom Drop Down Item from the drop-down menu

8. Update the Item Name or Item Status fields as needed

9. Click Save and Yes to confirm

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