Use the following procedure to add a note type:
1. Select Note Types from the Notes subsection of the Patron, Facilities, or Tasks sections in the Setup menu. The Manage Note Types page is displayed.
2. Click Add.
3. In the Note Type Name field, enter a name for the Note Type.
4. From the Status drop-down menu, select either Active or Inactive.
Select Active to make the Note Type available for use within ResCenter and HMS. To create a Note Type but make it currently unavailable, select Inactive.
5. In the Modules section, select which modules will have access to the Note Type:
•Patrons
•Facilities
•Tasks
6. Click Save. The Note Type successfully added message is displayed.