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MSS Timesheet_Add, Edit, and Delete a Note 

Add a Note 

Like ESS user, MSS User can also add a note to a cell having duration or expenses.  

To add a note, 

  1. On timesheet page, select an ESS timesheet user from the Employee selector 
  2. Click in the cell having either duration or expense or both 
  3. Click on 3-dot (…) icon appearing in the cell 
  4. Click on “Add A Note” option 
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  1. “Add a Note” will pop-up 
  2. User can type any message (Maximum character limit is 512) 
  3. Click on “Ok” to save the note to a cell
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  1. User will see a note icon in the cell once note is saved to the cell. User can see the note in the tooltip when hover over the note icon 
  2. User needs to click on the “Save” button appearing under the grid to save the note in the Timesheet.
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Edit a Note 

To edit a note, 

  1. On timesheet page, select an ESS timesheet user from the Employee selector 
  2. Click in the cell having an existing note user wants to edit (cell having a note shows the note icon) 
  3. Click on 3-dot (…) icon appearing in the cell 
  4. Click on “Edit note” option
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  1. A pop-up will appear with an existing note in the text box 
  2. User can edit the note 
  3. Click on Ok to save the note to the cell
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  1. User can see the updated note in the tooltip when hover over the note icon 
  2. User needs to click on the “Save” button appearing under the grid to save the edited note in the Timesheet.
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Delete a Note 

To delete a note from timesheet,  

  1. On timesheet page, select an ESS timesheet user from the Employee selector 
  2. Click in the cell having an existing note user wants to delete (cell having a note shows the note icon) 
  3. Click on 3-dot (…) icon appearing in the cell 
  4. Click on “Edit a note” option   
  5. A pop-up will appear 
  1. Click on Delete icon (trash icon) and click on “Ok” 
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  2.  User will not see the note icon in the cell. However, cell appears in blue background indicating cell edits are not yet saved. 
  1. To delete the note from timesheet, user needs to click on “Save” button appearing under the grid to delete the note from the Timesheet.
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  2. Once user clicks on save, it will show the success toast message and refresh the grid with updated information. 

NOTE: User cannot add a note to a blank cell.  

Updated on October 17, 2024

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