Release Notes

Configure Shop Notes Template

Posted by Manuel Soto Friday, March 29, 2013

Configure Shop Notes Template

The Shop Notes template is used to facilitate quick entry of parts information into Shop Notes. For example, when a parts user is adding parts & availability information to the Shop Notes, he can click the Template button to insert the template and then paste the parts information from his DMS or parts catalog underneath the template to have the benefit of column headings.


Enable Recommendations Button - Check this box to make the Recs button appear on the Shop Notes window. Clicking the Recs button will insert a list of all the recommendations made on the inspection into the Shop Notes window. When a parts user does this, he can then allocate parts information to each recommendation.

Enable Template Button - Check this box to make the Shop Notes Template button appear on the Shop Notes window. You can customize the name of the Template button in the Button Name box.

Template Box - Type anything in the Template box you want to appear when you click the Template button in Shop Notes. In the example above, the Template button is named "P&A" and the Template box contains the column headers from the DMS parts availability screen.


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