Skip to main content

There are two ways to update the Service Code in a Note. Your Access Level will determine which method(s) you may use.

Jump To Section: 

If Note is Not Locked

  1. Navigate to Notes.
    2024-01-25_13-50-35.png
     
  2. Locate and View appropriate Note.
     2024-01-25_13-51-25.png
     
  3. Click Edit Note from Note Action side menu.
    2024-01-25_13-52-40.png 
     
  4. Click Type of Service drop-down and select the appropriate new Service type.
    2024-01-25_13-53-40.png
     
  5. Scroll down and click Submit.
    2024-01-25_13-54-32.png

     

If the Note is Locked or Locked and Signed

NOTE: In order to change the Service Code once a Note is signed and locked, you must have proper permissions and access to it.

  1. Locate and View appropriate Note.
    2024-01-25_13-56-45.png
     
  2. Click Unlock Note from Note Actions side menu.
    2024-01-25_13-57-40.png
     
  3. Click Edit Note from Note Action side menu.
    2024-01-25_13-52-40.png
     
  4. Click Type of Service drop-down and select the appropriate new Service type.
    2024-01-25_13-53-40.png
     
  5. A pop-up will appear to add a Reason that you are editing the Note. Enter the Reason, then click Continue.
  6. Scroll down and click Submit.
    2024-01-25_13-54-32.png

[Back To Top]

Be the first to reply!