Cost Centers

Note Prefills

Note prefills are set up and maintained directly in Time Tracking.

Note prefills allow users to pick from a list of "standard" notes to make data entry quicker when a note is required when the user performs certain activities such as adding, voiding or updating log entries.

To create or update a note prefill:

Task:

1. Log in with your full login.
2. Select Setup from the menu.
   

   Step Results: The Setup screen opens.
   

3. Select Note Prefills on the Time Tracking Setup card.
   

   Step Results: The Note Prefills screen opens.

4. Select a note prefill card from the list, enter a note prefill in the Search box to search for a specific note prefill or select Add to create a new one.
   

   Step Results: The Note Prefill screen opens.
   

5. Complete or modify the information below as needed:

   Description	The description that will appear in the note type drop-down that users will choose from.
   Note Prefill Location	Both - Add - It will appear in the Insert Template list for both staff and mangers when adding. Both - Add Note - It will appear in the Insert Template list for both staff and mangers when adding notes. Both - Edit - It will appear in the Insert Template list for both staff and mangers when editing. Both - Global - It will appear in the Insert Template list for both staff and mangers for all activities. Both - Void - It will appear in the Insert Template list for both staff and mangers when voiding or unvoiding. Manager - Add - It will appear in the Insert Template list for mangers only when adding. Manager - Add Note - It will appear in the Insert Template list for mangers only when adding notes. Manager - Edit - It will appear in the Insert Template list for mangers only when editing. Manager - Global - It will appear in the Insert Template list for mangers only for all activities. Manager - Void - It will appear in the Insert Template list for mangers only when voiding or unvoiding. Staff - Add - It will appear in the Insert Template list for staff only when adding. Staff - Add Note - It will appear in the Insert Template list for staff only when adding notes. Staff - Edit - It will appear in the Insert Template list for staff only when editing. Staff - Global - It will appear in the Insert Template list for staff only for all activities. Staff - Void - It will appear in the Insert Template list for staff only when voidingor unvoiding.
   Active	This is an active note prefill that appears in the Insert Template lists.
   Text	The actual text of the note that will pre-fill the Notes box when the user selects the prefill from the Insert Template list.

6. Select Save to save the note prefill.

• ZendeskTimeTracking.5.log-1455901978.zip5 KB