Edit Memos

Overview:

 

This section allows you to edit historical memos that have been inserted into a service request.  The Edit Memo Privilege is required for this functionality.  Time and date worked for a specific memo can also be modified.

 

 

 

 

1. Memo List

This section will list all of the memos that have been added to a request.  Each memo will be listed by the following fields:

 

 

 

 

 

 

Each field can be expanded for a full view of its contents.  Also, to sort the memos by a selected field, click on the field column header.

 

 

 

2. Memo Properties

In this section, you can modify properties of a highlighted memo.

 

 

 

 

 

 

3. Memo Field

 

In this section, you can insert additional text or modify existing text.

 

To Edit A Memo

 

1. Click on the Edit Memo on the Request Toolbar.

 

2. Highlight the memo you wish to edit.

 

3. Make edits to text if necessary.

 

4. Time/Date worked can also be edited by clicking on the Time Worked field.  You will be prompted with the following window:

 

 

5. Click on the Save button to save the time worked

 

6. Click on Save in the ribbon toolbar to exit out of the Edit Memo window.

 

Please note that only the Memo details and Time Worked information can be changed. You can also change the "Private Memo" status of individual memos. The time stamp and Trace information are permanent and cannot be edited (to prohibit ‘doctoring’ of requests).

 

Note: The Edit Memo privilege also allows a user to delete a request from HelpSTAR.  Deleted requests cannot be recovered.

 

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See Also:

Assigning Privileges

Set Charge Rates

Automatic Email Updates