Adding notes

You can add a note to a cycle period or scenario:

Select one of these options:
- Cycle or Cycle and Module > Add Note
- Process > Cycle Periods > Cycle Period Details > Add Note
- Process > Cycle Periods > Cycle Period Details > Scenarios > Scenario Details > Add Note
- Cycle or Cycle and Module > Cycle Period Details > Cycle Periods > Scenario Details > Add Note
Specify this information:
Note Type

Select one of the note types that are available on this page.

Severity
Specify the severity of the event:
- Information
- Warning
- Critical
Summary

Specify a brief description of the event that is being logged.

Include in Playbook
If this check box is selected, the note is included in the playbook. A playbook includes the worksheet reports along with the associated notes (texts) for a cycle period that can be exported to another file format, and then used in presentations or meetings.
Note:

The user must have the "Include in Playbook [module]" permission for the current module.

Select the Export Playbook option on the Cycle Period Details pane, to export notes to a playbook.
Detail

Specify any additional information.
To add the note, click OK.
If this page is started from the Viewing worksheets page, a thumbnail (screenshot) preview of the worksheet is automatically added to the note. You can click this preview to expand the image.