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Description: In this topic you , the user will learn how to add a new Note Sub Type, search, export, view, and edit a Note Sub Type Code.

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Add a new Note Sub Type

1. Log in to DCI
2. Select Click Settings from the on the main menu
3. Select Click Custom Drop Down from the sub menu on the submenu
4. Click Actions
5. Select Add New Custom Drop Down ItemSelect from the drop-down menu
6. The form wizard will open. In the Item Type field, select Note Sub Type from the Item Type dropdown menu in the Add New Custom Drop Down Item wizarddrop-down menu.
7. Complete the wizard with the Itemitem's name and status
8. Click Save Click Yes in the confirmation alert windowandYes to confirm

Search for and View for a Note Sub Type

1. Log in to DCI
2. Select Click Settings from the on the main menu
3. Select Click Custom Drop Down from on the sub menusubmenu
4. In the Select Item Type filter, select Note Sub Type.
5. Click Search from the search criteria, then click the blue Search button
6. Click anywhere in the row to select a particular Note Sub Type This will and open the custom drop down details page
7. Click on the tabs to view additional Custom Drop Down Details page where the Note Sub Type's events can be viewed and filtered, and edit the Note Sub Type information
   
   1. All notes that have been added in to the system with this sub type will appear in the Notes tabletab. Use the filters to find desired notes.

Export Note Sub Types

1. Log in to DCI
2. Select Click Settings from the on the main menu
3. Select Click Custom Drop Down from on the sub menusubmenu
4. In the Select Item Type filter, select Note Sub Type.
5. Click Search from the search criteria, then click the blue Search button
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 search criteria referenced in the instructions above to show a group of filtered filters to search for specific Note Sub Types, then click the Export button located beneath the search filters Export.
7. The file will automatically download and save as a .CSV file to the Download folder on the user's computer. It will be saved as a CSV file. The file is compatible with Microsoft Excel.

Edit a Note Sub Type Code

1. Log in to DCI
2. Select Click Settings from the on the main menu
3. Select Click Custom Drop Down from on the sub menusubmenu
4. In the Select Item Type filter, select Note Sub Type.
5. Click Search from the search criteria, then click the blue Search button
6. Click anywhere in the row to select a particular Note Sub Type and open the custom drop down details page
7. Click Actions
8. Select Actions then Edit Custom Drop Down Item from the dropdown drop-down menu
9. Complete desired edits
10. Click Save Select Yes in the confirmation alert windowandYes to confirm

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