Remarks

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.

Note: Remember that depending on the System Configuration Remarks may not be editable once added.

Add Remark

Remarks are useful for making notes about a Return Order that might need to be recalled in the future. To add a Remark, follow these steps:

Click the button.
This will open the 'Add New Remark' form.
Enter the Remarks desired into the field.
Click the 'Save New' button.

The Remark will be added to the list along with a User ID and time stamp for tracking.

View/Edit Remarks

Double-click or select the button to open the Remark.

The form will open so the User can read all the content of a given Remark.
Click the button to commit any changes made to the Remark.

Delete Selected

Clicking the button will delete any existing Remark.

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.

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 button. Clicking this button brings up the Add New Remarks form as well.

Aging a Remark

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