Add a Notepad

Contents

The Notepads module makes it easy to track important details, such as comments, work lists, and reminders. Create a different notepad for each category of information you need.

Writing notes is a two-step process: first add a notepad that refers to a specific subject, and then add as many items as you want to the notepad about that subject.

To add a new notepad document:

1. Expand the Communication folder and click Notepads to open the Notepads Log Window.
2. Click Add Document . The Notepad Document Window opens.

On the General tab

1. Enter a name in the Notepad field.
2. Enter a brief description of the purpose of this notepad in the Description field.
3. Select the owner of this notepad. Click Select Coordinator to open the Select Contact Dialog Box to choose the coordinator.

On the Status tab

1. Click Select Ball in Court  to open the Select Contact Dialog Box to choose the contact that is responsible for action on the item in the Ball In Court field.
2. Select the priority level for this notepad, which will appear in the coordinator’s Action List.

On the Notepad Items tab

1. Click Add to open the Notepad Item Dialog Box.
2. In the Item No. field, Contract Management numbers the new item sequentially.
3. Contract Management enters the system date in the Opened field. You can edit each of the date fields. If the item is closed, click Select Date next to the Closed field to select the date the item was closed. If the notepad item has already been resolved, click Select Date next to the Closed field to select the date the item was resolved.
4. Enter other details about the notepad item in the remaining fields in the Notes section.
5. Link any issues and attach files to the item as necessary.
6. Click Save and Add Another to add another notepad item. Click Save and Close when you are finished.

On the Details tab

1. Click Select Contract and select the contract associated with this notepad. The Select Contract Dialog Box will open. Click Clear to clear the field.
2. If this notepad is associated with a Change Management document, Contract Management displays the number in this field.

On the Custom Fields tab:

If you want to define any additional information about a project, create custom fields by right-clicking on the top-level folder (All Projects), and choosing Custom Fields. The Custom Fields tab only displays when one or more custom fields have been defined for the module.

On the Issues tab

Click Link to display the Select Issue Dialog Box. Use this dialog box to link to the notepad document. Repeat this step to add other issues.

On the Attachments tab

• Click Attach File to open the Attach File Dialog Box to attach a file to the document.
• Click Attach from Repository to open the Attach Document Dialog Box, which you can use to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This will not display unless the administrator set the Contract Management project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
• Click Attach URL to open the Attach URL Dialog Box to attach a web address to the document.

  Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

On the Versions tab

You can maintain different versions of the notepad document on the Versions tab. Once you save changes to your document, choose Select an action, Version Document to create a new version of the current document. For more information about versions, see Version Document Overview.

To save the document

Click Save when finished.