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.Service Remarks tab v2019.5

Remarks


Remarks Tab example

The Remarks tab provides the User the ability to add comments and Remarks to this Service. By default, a Remark cannot be edited or deleted once it is added. To alter this behavior, see the Configuration Option: REMARKS_EDITABLE.

Adding Remarks

After clicking the Add button, the data-entry form opens with two tabs. Users can review the Remark on the Remarks tab, or add/edit them on the Edit Remarks tab.

The text can be formatted with Bold, Italics, or with hyperlinks. Additionally, the User can add ordered lists or unordered lists. Click the Save New button to add the Remark.

Note: Remember that depending on the system configuration Remarks may not be editable once added.

Use of HTML Tags

Some fields within PCR-360 allow Users to input HTML tags to make displaying that information a richer experience for those that are expected to consume it. For more information on HTML tag usage, please see the wiki entry for it.


Viewing Remarks

Selecting the View Remark button opens a read-only data-entry form that displays the text of the Remark.

Adding Via 360 View

Service 360 View form example

An alternative way to add a 'Remark' is from the 360 Search. If a User selects a matching Service from the 360 search results, the Service 360 View form opens. At the bottom of this form, there are a series of buttons. Users can find the 360 View version of the Add Remark button. Clicking this button brings up the Add New Remarks form as well.

Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242