A Notebook is a collection of notes pertaining to a particular subject. Notes can be used in whatever way the user and/or team determines. One example of how notes can be used is to create a Notebook for each of your departments, then provide resources and information pertaining to that department.
To get started, choose Workflow & Productivity > Notebooks - from the Argenta main menu on the left hand side of the screen:
Your Notebooks page will open.
Select the “Add New” button for either a Team/Shared or a Personal/Private Notebook:
This opens the Notebook Workspace:
(Personal Notebook Workspace)
This workspace has 5 tabs of information. Lets take a look at each tab and field within this workspace:
1. Notebook Details tab:
(Personal Notebook Details tab)
On this tab you will enter these details:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Notebook Name - Enter a name for your notebook here.
- Category - Select the appropriate category for your notebook from the drop-down list. If an appropriate category is not listed you can add a new one by clicking the Add New icon.
(Team Notebook Details tab)
The differences between the Team and Personal notebook details tab are that the Team Notebook adds these fields:
- Chapter - If this Notebook belongs to a specific chapter within
your organization or you wish to restrict users by chapter, select the
appropriate chapter from the drop-down list. If you have users in your
system who are restricted by chapter, they will only be able to see records in
the chapters you have granted them access to.
- Division - If this Notebook belongs to a specific division
within your organization or you wish to restrict users by division, select the
appropriate division from the drop-down list. If you have users in your
system who are restricted by division, they will only be able to see records in
the divisions you have granted them access to.
- Department - If this Notebook belongs to a specific department
within your organization or you wish to restrict users by department, select
the appropriate department from the drop-down list. If you have users in your
system who are restricted by department, they will only be able to see records
in the departments you have granted them access to.
- District - If this Notebook belongs to a specific district
within your organization or you wish to restrict users by district, select the
appropriate district from the drop-down list. If you have users in your system
who are restricted by district, they will only be able to see records in the
districts you have granted them access to.
- Precinct - If this Notebook belongs to a specific precinct
within our organization or you wish to restrict users by precinct, select the
appropriate precinct from the drop-down list. If you have users in your system
who are restricted by precinct, they will only be able to see records in the
precincts you have granted them access to.
With these fields entered, save your changes before moving on. Click the "Save All Changes & Continue" button or the Save
icon from the top.
2. Notebook Notes tab:
On this tab is where you will find the notes in your notebook. You can add a new note to your notebook by clicking the "Add New" button. This opens the Add Notes screen: