Close a Note
In the Notes workspaces, you have the option to manually close a note. However, notes assigned in other workspaces may close automatically under certain situations. For example, when you close a job that is linked to a note, the attached note will be closed. Once a note is closed, you cannot modify the information in it. You must reopen the note to make any changes.
To close a note:
- Under the Setup menu section, go to .
- Use the search filter and/or the Search field at the top of the workspace to select the note you want to close.
- Click Close Note.
Parent Topic: Notes Procedures