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Notes

Manage even more information with Notes in Calibration Control (our Calibration Management Software). Create custom Note Categories to organize records. Link the Notes to share the Note in the various data records of related Equipment, Companies, and People. Review transactional history notes of equipment from Asset Transfers, Status Changes, and Check Outs.

Using Notes Grid

Open the Notes grid from the Data Grids tab of the ribbon menu. Find specific, linked notes even faster by altering the Notes grid view from the context menu.

Context Menu Grid Views: Right-click anywhere within the grid for the context menu. Select from the bottom of the context menu to alter the grid view and pre-filter by linked records:

All Notes (default grid)
Equipment Notes
Companies Notes
People Notes
No Relation Notes (unlinked records)

Select Top 'N' Records: By default, the grid selects only the top one hundred number of records to improve load-time speed. Use the drop-down filter to expand the Top N (number) of Records displayed at once.

Notes Grid Select Top N Records Parameter Load Filter

Notes Dialog

Use the Notes dialog to organize information related to the Note and its relationship to Equipment, Companies, and People. This dialog also includes a Custom and Meta tab.

Notes Dialog Tabs

Linked Equipment: Easily keep track of the associated Equipment records with any specific Note by linking them using the panel grid in the Equipment tab.

Alternatively, from within an Equipment record, view the Notes tab of the Edit Equipment dialog to add or edit a Note, and this record will be available from the Notes grid as Equipment Notes.

Linked Companies: In the Companies tab, associate this Note to a Company record by linking Companies to it. Alternatively, any new Note added from the Edit Company dialog will also be available in the Notes grid as Companies Notes.

A note may contain information about the company's vendor information, comments on calibration service persons, delivery instructions, etc., to record more details for the Company record that is perhaps not available as an Attachment or Document or in other data records.

Linked People: Add records of people and/or link additional People to a Note record using the People tab of the Notes dialog. Alternatively, when a Note is added from the Person record, it will also show up in the Notes grid as People Notes.

Other Tabs

Custom Tab: Custom fields are available for adding Characters, Dates, Numbers, and Check boxes. Visit the Change Field Names help topic to learn how to edit these fields.
Meta Tab: This is a READ-ONLY information tab used as a reference to view which user created the record and which user was the last to edit it; including the dates and times these occurred.

Last Updated: 03 August 2023