Add Notes on the Roster

Important
Attachments were enhanced in version 6.7 to facilitate the data entry of attachments on the Roster. This enhancement introduces Inline notes or Inline attachments allowing users to quick click and add attachments.
Attachments are similar to notes in this application. Attachments vary and their behavior is based on settings defined in the Setup area. Attachments display on either the selected date, or dates, or indefinitely when using the classic attachment page. Inline attachments display for the day. The user interface enables the options based on the selected attachment’s configuration in setup. Additionally, if an action cannot be completed the system will alert you.

This task will cover the inline attachment method, and the legacy attachment.

Parent topic: Roster

Add Inline Attachment

To attach an inline note:

  1. Go to the Roster.
  2. Locate the organizational level or person to apply a note and click the paper clip icon on the Roster.
  3. Click Add to apply a Note or select a predefined note if the selected attachment group is configured with predefined notes. Max character length: 200.
    • Number of Attachments at the selected level in (1) top left.
    • Add:Appends an additional attachment. Type your text in the text box.
    • Remove: remove the attachment. There is no Undo or Confirmation window.
    • Edit: - locate the attachment and use the text box to edit. The Group menu is disabled in Edit mode.
    • Search: - applicable to Attachment Groups with predefined entries. Type % to show all entries.
    • More Details: - navigates to the classic attachment page.
  4. Click Save, or click the X or click outside the popup to exit.

Use the Legacy Attachment View

  1. Go to the Roster on the desired date.
  2. Click any of these areas on the Roster to enable Attachments: Person, Position, Unit, Shift, Institution, Agency, Region, Station, or Unit.
  3. The Attachment panel displays and enables your options based on the selected Attachment Group.
  4. Select an attachment in Group. The attachment items listed are user-defined during configuration.

    ***Be sure to review the From and Through dates to prevent infinite attachments on the Roster.

  5. The date fields enable when the Attachment Group has been configured as Temporary. Otherwise, the Attachment Group has an infinite date. When the From and Through fields enable use dates to limit the visibility of the attachment within the date(s) specified.
  6. Enter your note in Attachment.
  7. Select an item from the list in Assigned To. If the Attachment Group is Shared more than one item from the list may be selected.
  8. Click Save.
  9. Click Done to exit.