1.Click on Tasks -> Manage Configuration ->Note Subjects on the left-hand side of the screen.

2.All the Note Subjects in the system are shown on the page.

3.Click on the edit icon for one of the Note Subjects.

4.“Update” pop up appears with all note details shown.

Create a Note Subject

1.Click on Tasks -> Manage Configuration ->Note Subjects on the left-hand side of the screen.

2.All the Note Subjects in the system are shown on the page.

3.Click on “New Note Subject”, a popup appears.

4.Input all mandatory information on the “Details” and “Note Action Reasons” tab and click on the

“Save” button

5.The Note Subject saves and can be searched for.