Help310

Users User Notes Edit/es

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This page is a translated version of the page Help310:Users User Notes Edit and the translation is 0% complete.

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Description

This is where you can

  • Add a new User Notes Category.
  • Edit an existing User Notes Category.

How to Access

Add a new Category

  • Click the Users button in the Control Panel
  • Select User Note Categories in the left sidebar
  • Click the New button in the toolbar.
  • Select Users  User Note Categories  Add New Category from the dropdown menu of the Administrator Panel.

Edit an existing Category

  • Click on an Category's Title.
  • Check the Category's Checkbox
  • Click the Edit button in the toolbar.

Screenshot

Help-3x-users-notes-en.png

Details

  • Subject. The subject line for the note.
  • User. The user for the note. You can select an existing user
  • Category. (Uncategorised). The category that this item is assigned to.
  • Status. (Published/Unpublished/Archived/Trashed). Set publication status.
  • Review Date. Review date is a manually entered date you can use as fits in your workflow. Examples would be to put in a date that you want to review a user or the last date you reviewed the user.
  • Version Note. Enter an optional note for this version of the item.
  • Note. Enter the note.


TinyMCE Editor

TinyMCE is the default editor for both front-end and back-end users. TinyMCE is a WYSIWYG (what you see is what you get) editor that allows users a familiar word-processing interface to use when editing Articles and other content. TinyMCE can be configured with three different sets of toolbar buttons: Set 0, Set 1, and Set 2. This is set as an option in the Plugin Manager for the 'Editor - TinyMCE' plugin. Set 0 is the most extended toolbar and is by default assigned to the Administrator, Editor and Super Users. Set 1 is assigned to the Manager and Registered. Set 2 is assigned to Public.

Help30-editor-tinymce-advanced-en.png

Learn about Toolbars and Accessibility of TinyMCE.

Toolbar

At the top you will see the toolbar:

User Notes: New:

Help30-Save-SaveClose-SaveNew-NoSaveCopy-Cancel-Help-toolbar-en.png

The functions are:

  • Save. Saves the user note and stays in the current screen.
  • Save & Close. Saves the user note and closes the current screen.
  • Save & New. Saves the user note and keeps the editing screen open and ready to create another user note.
  • Cancel. Closes the current screen and returns to the previous screen without saving any modifications you may have made.
  • Help. Opens this help screen.

User Notes: Edit:

Help32-Save-SaveClose-SaveNew-SaveAsCopy-Version-Close-toolbar-en.png

The functions are:

  • Save. Saves the user note and stays in the current screen.
  • Save & Close. Saves the user note and closes the current screen.
  • Save & New. Saves the user note and keeps the editing screen open and ready to create another user note.
  • Save as Copy. Saves your changes to a copy of the current user note. Does not affect the current user note. This toolbar icon is not shown if you are creating a new user note.
  • Versions: Opens the Item Version History window to show any prior versions of this item. This allows you to view older versions of this item and, if desired, restore from an older version. See Version History for more information.
  • Close. Closes the current screen and returns to the previous screen without saving any modifications you may have made.
  • Help. Opens this help screen.

Quick Tips

The 'editor' will be the chosen 'editor' for the user editing the note. Examples: TinyMCE - JCE - Codemirror.

Related information