Creating Notes

Context

You create a note if you want to enter information, instructions, and so on, for the next processor of the case.

Procedure


  1. Enter the note in the lower screen area.

  2. Choose , and select an entry from the submenu to classify your note.

  3. Choose Copy.

    Your note is copied to the screen area above. The entry that you selected as a classification is displayed as a header for your node.

    The pushbuttons also provide the following functions:

    • : Switch to the SAPScript Editor. This is displayed in the full screen to create more space for creating notes. Choose the green arrow to return to the case.

    • : Delete all notes that you have entered in the current processing step.

    • Change Last Text: Alter the note that you last entered. The text is displayed in the lower screen area and can thus be edited again.

  4. Save the case using the application toolbar above the header data.

    The whole case is saved. Your note is now visible for all subsequent processors of the case.