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13.4. Standard Notes

Standard notes are a list of pre-defined reservation notes and internal memos that are available to internal users. Adding standard notes from the wizard or the Reservation-Notes tab will add 'Notes' to the Reservation Notes field and internal memos to the Internal Memos field. Once these notes have been added, they can be customised by the system user.

To Add a Record:

Click the New button on the toolbar, the New button on the toolbar becomes impressed (to indicate you are in new mode) and the cursor focus is placed on the first field in the edit area. Enter the respective information in the fields available in the edit area and click Save on the toolbar to add the new record to the list.

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Edit a Record:

Select the record from the list (the record is populated in the edit area — the edit area is the area at the top of the form where new can be added or amended). When the record is populated in the edit area, click the Edit button on the toolbar. Edit the information as required and click Save on the toolbar to update the changes (the record is saved and returned to the list).

Note: Use the TAB key and SHIFT+TAB to move the cursor between fields in the edit area.

To Save a Record:

After editing or creating a new record, click the Save button on the toolbar to save the changes. The record will be added to the list and the edit area will return to New mode for the next record to be created or you can select an existing record from the list for editing.

To Delete a Record:

Select the record from the list (the record becomes populated in the edit area), click the Edit button on the toolbar to access edit-mode. Click the Delete button on the toolbar to delete the record.

Working with inactive records:

If a deleted record has not been used within the system it will be permanently deleted. If the record has been used within the system before it is deleted, on deletion it will be flagged as 'inactive', this means it will remain visible on the code table for reporting and auditing purposes but will not be available in future selections within the system. An inactive record can be re-activated by changing the record status to active when in edit mode (the status option is only available once a record has been flagged 'inactive').

Other Tips for working with Code Tables:

Terms and Definitions

Note description A free-format field where a brief description of the related notes can be allocated. This field defines what notes will be allocated when a standard note is added to the reservation. At least a Note or an Internal Memo should be provided for a standard note to be saved.
Note A free-format note which is added to the reservation notes on selection of a standard note.
Internal memo A free-format note which is added to the Internal Memo field on selection of the respective standard note.

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