Jobs Menu

Notes Tab

Required User Level
2 - View/Add

The minimum user access level a user must have to use this feature of Pimarc.

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tab in flash.

This section allows all users of the system to add notes to a file and show all what is taking place. It allows users to know any important details about the project. If there is any note entered, the notes tab is showed in red.

This section also shows all tasks for the project. You can add task into the project and also allows managers to assign tasks to other individuals. This function is available for Level 2 users and up. An example of this feature is to let the title searcher know when to register a plan. Once the task is assigned to an individual it appears in that individuals to do list in the home section. Once the individual has completed the task he or she marks the task as complete by pressing the button and this alerts the manager of this fact.

To add a task:

  1. Select the first button of each task; it opens an "add new task" window.
  2. Select the start date, due date, department, billing code, and staffs you are signing to.
  3. You can write addiction notes in the blank box.
  4. Click insert button to add the task.

To edit a task:

  1. Click the number button to open an edit task window.
  2. Click update button to update the task.
  3. You can delete the task by clicking delete button.
  4. If the task has completed, click the complete button and it shows the date completed.
  5. You also can change the task order by click the up and down arrow button to move the task order.

A sample of Pimarc notes tab window is shown in below.


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