Notes in Plans

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Add notes with additional information to items or to an entire plan. Item Notes already hold BPMs, CCLI #s, and can be used for cues. Plan Notes are great for information pertaining to the whole plan instead of just one specific item.

Item Notes

In any plan, hover over an item and click the pencil icon then click the gear to edit the Item Note Categories.

Click on the pencil icon of an item

Hover over the Items Notes header and select the gear to change the categories.

item note gear

If you have any Occasionally Used categories (explained below), you can add a note to those by selecting add another note.

Note categories live in the Service Type Settings tab.

The list of categories can be reordered, and each category can be edited or deleted.

item note categories
  1. To add a new category, select Add.
  2. Reorder the categories by dragging them.
  3. Hover over the category and select the title to edit it.
  4. Delete a category by hovering over it and clicking the red minus icon.
  5. If you want to hide categories from the plan when they're blank, drag them to this section.

By default, all categories are available to quickly add notes for any item.

Once you've added your categories, go back to your plan.

go back to plan

To add to those categories, select the white space in their column and type any information.

Hover over the notes icon and check the box next to the categories you'd like to see next to your Plan Items. These options only apply to your plan view.

categories

If you don't see all of your note categories, it's because they are in the Occasionally Used section. Open an item then hover over add another note to see any occasionally used categories.

Song Options show the appropriate values for any linked songs. The Song Sequence and BPM are set on a song arrangement page but can be customized in the plan. The CCLI# is set on the song page.

Plan Notes

Plan notes are notes that pertain to the whole plan and not just an individual item. Plan notes also show up as their own rows in the Matrix.

In the sidebar of a plan, hover over the Notes header and select the gear.

notes gear

The list of categories can be reordered, and each category can be edited or deleted.

Note Categories
  1. To add a new category, select Add.
  2. Reorder the categories by dragging them.
  3. Hover over the category and select the title to edit it.
  4. Delete a category by hovering over it and clicking the red minus icon.

Once you've added your categories, go back to your plan.

go back to plan

Select add a note to add a note to one of the categories.

add a note

Select the category, add the note, then select Accept to add it to the plan.

enter information

The note will show up under the category in the Notes section.

view note

In the Matrix, expand the Plan Notes heading and select any cell to edit the plan note. To save your note, hit enter. To add an extra line in a plan note, hold down Shift and hit enter. 

Recover Deleted Note Categories

Once a note category is deleted, Administrators have seven days to be able to recover it. After seven days, however, the note category cannot be recovered.

From the Settings page, select View recently deleted categories.

recover deleted category

Select the category to recover it.

select category to recover it

The category will be added back to the list, and any notes made it in previously will be restored.

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