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Schedule Notes

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Canceling a Schedule Note

If authorized, schedule notes can be canceled by the user who entered them or by an administrator. By default, canceled notes do not appear on the notes listing or on reports.

To cancel a schedule note, complete the following steps:

  1. With the cursor in the balancing grid, right-click and select the View Schedule Notes option.

    OR

    From the tool bar, open the View menu and select Schedule Notes.

  2. Select the notes to be canceled by entering a check mark in the box to the left of the record. Clicking on this box alternately adds and removes the check mark.
  3. Click on the Cancel Selected Notes button.

    The note is now hidden in this screen until the user selects the Show Canceled Notes check box.

Viewing Canceled Schedule Notes

  1. Authorized users can view notes that have been canceled. Complete the following steps.
  2. With the cursor in the balancing grid, right-click and select the View Schedule Notes option.

    OR

    From the tool bar, open the View menu and select Schedule Notes.

  3. Check the box to the left of Show Canceled Notes.

    The canceled notes are displayed. An icon indicates the note was canceled.