Job Order Note Types are used to better categorize the type of notes that are recorded against a Service Order Job. Rather than allowing freeform, unstructured content, note types provide a field within a Service Order Job that allows you to identify the types of notes taken. This feature is displayed through the Notes tab within a Service Order Job.
To define a Service Order Job Note Type:
- Navigate to the Service Order Job Note Types form.
- Select Add from the form header.
- Check the System box.
- Fill in the required and optional fields.
- Select Save.