Notes

Training Video Library

Overview:

       Notes module allows users to submit narratives to the workload system for approval.
The Notes Module can be linked from any module but is mainly used for creating Supplemental Narratives and linking them as a related record to a Blotter,
Case etc. Once created the Note Module can be configured to use whatever workflow approval process your agency requires.

Notes Module:

Notes Overview

• The notes Module is nothing more than an enhanced narrative that is found in other modules with the following added options.
  Narratives can be created directly in the Notes module or created from other modules.
• Related Records
• Attachments
• Workload
• Additional Remarks data field.       

Notes created from other modules:

RMS 3 does not come preconfigured to create notes from other modules and needs to be configured by your system administrator.
The following illustrations will go through the process of creating a button in a module from the form editor.

How to Create a link to the Notes module from a module:

Layout 1

1. Open form editor for the case and navigate to the narrative tab.
2. Left click and drag the ButtonBox next to the Add narrative button

Layout 2

Layout 3

1. You should see an empty yellow square next to the Add Narrative after you drag and drop the button.

Layout 4

1. From the properties tab add a label text of Create Supplement Narrative or you can name it to something else.
2. From the Action field click the drop down and TranslateToNote.
3. Check your setting and save the form.

Layout 5

1. Refresh your connection to the database by logging out of the RMS 3 software or clicking the Impact Icon from the dashboard.
2. Open the case module and navigate to the narrative tab.
3. You should now see a Create Supplemental Narrative button.
4. Click on the button and it should create a new note that is automatically related to the case record.
5. Repeat the above steps for any other modules you want a link created for the Note module.