Defining note options for a cycle

You can default notes when saving scenario changes and/or recalculating a worksheet's planning data, during a cycle.

To define note options for a cycle:

  1. Select Configuration > Cycles > Cycles.
  2. Specify this information on the Note Options tab:
    Force Add Note
    To view the Add Note window, select these check boxes, in the Saving Scenario Changes and Recalculating Worksheets panes respectively, when:
    • A user saves changes to an editable scenario. The user must specify details of the changes made to the scenario, during the edit.
    • A user recalculates the planning data in a worksheet. The user must specify details of the changes made to the scenario, during the edit of the worksheet.
    Default Note Type
    Specify the default note type that is used for the selected note event.
    Default Note Severity
    Specify the default severity of the note event.
    Default Note Summary
    Specify a default description of the event that is being logged.
    Note:  If the Add Note window is displayed for the note event, you can change the default values.
Parent topic: Defining cycles
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