File Notes Preferences - The 'File Notes' preference tab

The Program Level Preferences allows you to set how File Notes will operate for all users. The following user article explains how each part of the preferences works.

Accessing the File Notes tab

From the Main Menu, select Tools, then Administrative, then Preferences.

If you don’t have access to this feature, you may need to log into Migration Manager as user Administrator.

In Preferences, select the File Notes tab.

File Notes Preferences

1. Default Dates

This preference allows you to specify whether a Deadline and/or Review date should automatically be set for File Notes when they are first created and how many days ahead of today that default due day should be. The default setting is for this not to be set.

Default Dates

2. Default Status

This preference allows you specify what the default Status of a File Note will be and whether there is a requirement that the File Note must have a Status set before it can be saved and closed. The default setting is for the Status to be blank  but that Status must be set before a File Note can be saved and closed.

Default Status

3. Default Responsibility

This preference allows you to set who will have default responsibility for all newly created File Notes and whether the Responsibility on a File Note must be set prior to a File Note being able to be saved and closed. The default setting is for the responsibility to be with the RMA and that Responsibility must be set prior to being able to save and close a File Note.

Default Responsibility

4. File Noted locked to this User

When adding a comment to a File Note, if this preference is selected it will lock the initials as shown on the File Note comment to this user. The default is set to unlocked.

File Noted locked to this User

5. Cover Page (Summary File Note) Order

This preference allows you set the order of the Summary File Note on the Cover Page. The default setting is for the most recent note to appear in chronological order at the bottom of the cover notes.

Cover Note Order

6. File Note Order

This preference allows you set the order of the notes for all File Notes other than the Cover Page Summary Note. The default setting is for the most recent note to appear in chronological order at the bottom of the cover notes.

File Note Order

7. Status Change Dates

This preference allows you to set what deadline and review dates should automatically be added to Migration Manager when you change the File Note status to a Status other than complete. The default setting will result in the review date being set one day ahead of the current day when the Status is changed to something other than complete - provided that the review date is not already in the future.

Status Change Dates

8. Default Font

This preference allows you to set the default font which will be used in all new File Notes. To change the default font settings click the A button.

Default Font

8.1. Changing Font

If you open the font changing window you will be presented with a standard Windows font changing tool.  Select the Font you would like and click OK.

Changing Font

9. Save and Exit

When you have finished making changes, click Save & Exit.

Save and Exit