Aguardion Custom Note Types

Custom Note Types

Aguardion Custom Note Types


Warning
Custom Note Types are Admin-configurable only.


To configure Custom Note Types - an admin user will need to expand the Administration tab and select 'Manage Note Types'.

 

On this screen, users will be able to add, delete, and edit custom note types - by navigating to the '+ Note Type' button, the 'Edit' button, or the 'Delete' button.
  

Adding/Editing Custom Note Types

Users can select the '+ Add Note Type' button to add new Custom Note Types.

Enter the desired data point and select 'Save Changes'.

To edit existing Note Types, users will need to select the 'Edit' beside the note type they wish to edit and then make the desired adjustments in the box that pops up.


Deleting/Restoring Custom Note Types

Custom Note Types can be deleted by selecting the 'Delete' button beside the desired note type.



Deleted Note Types can be restored by selecting the 'Restore Note Types' button and selecting the desired note types to restore and selecting 'Save Changes'.



Using Custom Note Types

Under a  Monitoring Event, navigate to the Notes section.
Select to add a Note, and the Custom Note Type will be able to be assigned to that note via the drop down.



Reporting on Custom Note Types

Aguardion has a 'Case Notes' Report that can be found under the 'Reports' tab. This report is filterable by note type, date range, etc... 




    • Related Articles

    • Configuring and Utilizing the Supervision Module

      Configuring the Supervision Module Once the Supervision module is enabled within your instance, a few new sections will appear: the 'Supervision' dashboard, 'Supervision Type' and 'Supervision Status' configuration pages. Defining Supervision Types ...
    • Invoice Items, Custom Fee's and Tax Zones

      Please note that 'Invoice Items' in the Aguardion platform are generally referred to as "Billing Codes" in standard accounting practice. Invoice Items Invoicing is a new feature designed to give organizations greater flexibility with how they ...
    • Creating, Managing & Concluding a Monitoring Event

      NOTE: many of the images in this document haven't been updated to include some of the latest system changes, but still serve as useful illustrations for the purpose of this document. Please keep this in mind when consulting the images. Video ...
    • Auto Payments

      Feature Introduction Automatic Payments is a universal feature available to all customers as a no-cost feature upgrade. Invoices must reference a client in order for automatic payments to be made. Auto Payments can be setup on all types of invoices. ...
    • Activating Monitoring Events on Existing Clients

      Activating Legacy Client Monitoring Events A major step in the onboarding process is processing and uploading existing, legacy clients into the Aguardion platform. The majority of this work will be done by members are the Aguardion team. This article ...