Genota 5
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Index

Add Note

Add Note
1

Notebook

Select a NOTEBOOK from the drop down list into which to place the Note
 
2

Category

The CATEGORY assigned to a Note. Select from the drop down list or add a value manually.
 
The drop down list is populated from the CATEGORY MASTER and any values manually added are written to the CATEGORY MASTER as well
 
3

Subject

This field is normally used to record the subject matter or title by which the note is to be referred
 
THIS IS A MANDATORY FIELD and is used in many views and reports as the primary sort element
 
4

Date

Used to record the Note creation date or the event date, depending on user requirements
 
 It may be entered manually or by selecting the required date from the popup calendar by clicking on the button to the right
 
Refer to the topic Entering Dates for issues related to dates
 
5

Origin of Note

Used to record the name of a source, or the originator of the information
 
6

Repository

The Repository where the source information for the Note is  held
 
7

Note Reference

A user defined Reference Number for the Note. This value can be auto-assigned if configured as such in the NOTEBOOK PREFERENCES or entered manually
 
This data element is primarily designed as a reference between Genota and an external filing system.
 
Entering the call number, or file reference of an external file as the Reference ID enables quick access between the two systems
 
8

IID

Used to record the Individual ID, i.e. The unique identifier assigned to an individual in most family history software packages
 
Numeric values up to a maximum 2,400,000,000 are acceptable
9

Active Note

Check this box to tag the Note as active, i.e. subject to current activity
 
10

Repository Selection

Displays the list of Repositories on file from which to select
 
This list is populated from the Address Book
11

Save button

Save the Note information to file