OPEX uses requisition notes to record internal information about a specific requisition, collection note, location or officer. Requisition Notes are not printed as part of any requisition or dispatch print. They are for internal information only.
Some notes are created automatically, for example when a collection note is emailed to an officer. You can add notes by selecting the Notes Tab on the relevant screen.
For example:
Adding a note to a Requisition
From the Requisitions Screen select a requisition and select the Notes Tab
Select New Note and enter the details. You can add a Follow Up Date if required, and allow future modifications if appropriate.
You can view / track/ manage related notes on the Requisitions, Requisitions > Collection Notes, Administration > Locations and Staff screens respectively. You can manage all notes on the Requisition > Notes Screen.
A note has a status of Active until a Complete Action is performed.
A note retains four dates:
-
Created
-
Follow Up (This can be edited as required)
-
Due Date Required (Initially set to the Follow Up date)
- Completed Date
A note is overdue when the required date is in the past.
There are 4 views for Notes:
1. All Active notes
2. Overdue notes
3. Location Only notes
4. All notes