Description: In this topic, the user will learn about custom note sub types. Notes in DCI require a Type to be selected at creation. If the note being created is not associated with the current item types available in the drop-down, create a custom note sub type (e.g., employee complaint or kudos log).
Role Required: Super User
Permission Required: N/A
Create Note Sub Type
Log in to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
Click Actions
Select Add New Custom Drop Down Item from the drop-down menu
Complete the form wizard
Item Type - Select Note Sub Type
Item Name - Enter a name for the new custom note sub type
Status - Select Active
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
Log in to DCI
Click Settings on the main menu
Click Custom Drop Down on the submenu
Select Note Sub Type from the Select Item Type filter and click Search
Click anywhere on the note sub type row to open the details page
Click Actions
Select Edit Custom Drop Down Item from the drop-down menu
Update the Item Name or Item Status fields as needed
Click Save and Yes to confirm