Standard Notes, System Emails, Communication Templates, that can save time and create consistency in communications, are created and managed here.

Standard Note

The Standard Note screen allows for the creation of predetermined statements that are commonly used in comments, alerts, and follow up items. This allows for greater efficiency and consistency in entering regular information.

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Creating A Standard Note

By default, when creating a new standard note, the note category selected will be listed in the Category tab of the Standard Note dialog.

1. From the Note Category list, select the required category.
2. Click New. The General tab of the Standard Note dialog will be displayed.
3. Enter the details.
4. Select the Category tab.
5. Enter the details.
6. Click OK. The dialog will close a new standard note will be created.

System Email Template

The System Email Template screen is used to create email templates used in Framework Logistics Tablet, Claims and Receipts. Templates allows users the ability to add merge fields from Framework ECM to display specific job information.

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