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Notes can be added Description: In this topic you will learn how to add notes to any entity that you have access to throughout the system . These entities (per your access). Entry types include, but are not limited to:

• Punch/Attendance Entries

• Accounts

• Profiles

• Payroll/Billing Entries

• Authorizations

To add a note:

*Please note: Notes added have no character limit expect notes added directly to a punch entry which have a 2500 character limit. For more info on entering a note on a punch entry, see "Enter a Punch" How-To.

Role Required: Any, including View Only

Permission Required: Any

1. Log in with your personal profile
2. Navigate to the details page of the entity you wish to add a note to .by selecting the main menu and submenu for where the entity is located
   1. Example: If you wish to add an additional note to a punch, navigate to the Punch Entry Details Page.
3. Click Actions
4. Click New Note from the Actions dropdown
5. Complete the Note Entry Form
   1. Note Type: Select note type
      1. Selecting Custom will allow you to select a Note Sub Type specific to your company
   2. Subject: Summarize the note
   3. Body: Add note content and format as desired
   4. Attachment: Add attachments as needed
6. Click Save, then
7. Select Yes on in the confirmation alert window

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1. The note has been added and will appear in the table on the Notes

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1. tab of the Details Page

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1. . Notes added by other users

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1. with the same access will also appear in the table.

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