--E-Training*: Adding a Notes Entry

This How-to covers creating a new entry in the notes tab.

For an instructional video of this material, click the link below.

Video Link: Adding a Notes Entry

Entries on the Notes tab are essentially added automatically. As stated previously, any new entry of any kind that contains information in the Detail/Notes field will also display on the Notes tab.

If you do go to the Notes tab to make an entry, it is the same as making a History entry, since that is in effect what it is!

Instructions

1. Click ‘Add’ in the upper-right area of the Notes tab.

2. Enter a subject for the entry.

   1. Note: Enter a fairly detailed subject, to make searching in Notes more powerful.

3. Choose a category for your entry from the 'Category' drop-down list.

   1. Ideally, your categories should relate to the context of the entry.

   2. Note: A Category in Notes is somewhat analogous to a section in a partitioned paper file. When you create a paper file for a case, you probably have a standardized way of arranging the contents so you don’t have to look at every single piece of paper to find what you’re looking for. Use the Category in the same way to let you quickly rearrange the history data in a similar fashion to make it fast and easy to find exactly what you’re looking for.

4. Optional: Change the Entry Date and Entry Time of the entry from the current date and time on your computer.

5. For Prevail to automatically create a corresponding time entry on the Ledger tab. The Time Category you select in your History entry will also be used in the automatically-generated time entry on the Ledger.

6. Optional: If you bill for time

   1. Select the Timekeeper whose time is being billed on the Ledger tab for this entry.

7. Enter the amount of time (in 001 hour increments) that you want to bill for or track on the Ledger tab for this entry.

   1. If you do not want the Amount field to calculate, uncheck the Calculate box.

   2. Note: This amount will automatically calculate using the default rate for the Timekeeper. To set this up go to Administration> user Settings.

8. Enter notes about the History in the Notes field.

9. Optional: Attach a file from a directory outside of Prevail by using the Attachment button at the bottom of the Notes entry.

   1. To do this: Click the drop-down arrow next the the paper-clip button

   2. Choose Attach File, Attach Folder, or Scan Document

   3. Note: Prevail also includes a scanning interface, so that if you have a scanner, configured with a TWAIN device driver, on your system, you can scan a document directly to the History entry

10. Click, Save.

Related articles

Deleting a History Entry, Recovering Deleted History Entries