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Role Required: Super User

Permission Required: N/ANotes Sub Type Admin

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

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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

Search for and View a Note Sub Type

1. Log in to DCI
2. Click Settings on the main menu
3. Click Custom Drop Down on the submenu
4. In the Select Item Type filter, select Note Sub Type.
5. Click Search
6. Click anywhere in the row to select a particular Note Sub Type and open the custom drop down details page
7. Click on the tabs to view additional information
   
   1. 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

1. Log in to DCI
2. Click Settings on the main menu
3. Click Custom Drop Down on the submenu
4. In the Select Item Type filter, select Note Sub Type.
5. Click Search
6. There are two options to export:
   1. Export all Note Sub Types by clicking the Export button located beneath the search filters OR
   2. Use the filters to search for specific Note Sub Types, then click Export.
7. 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.

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