Clipboard Notes

Several applications within OASIS allow the use of Clipboard notes. These specialized notes allow users to store commonly used notes, which you do not want to type every time they are needed. The Clipboard feature stores these notes and allows the user to select one or more sets of notes to drop into the document. 

The Clipboard Notes  button can be found in many locations. This includes, but is not limited to, the following locations:

• Quotes
  • The Bill of Materials- a "Note" column exists here. These are line item specific notes and will show immediately below the Part Number/ Description on the printed quote. 
  • The "Notes" Tab- any notes here will show below the bill of materials in the printed quote
• Orders
  • The "Notes" Tab- any notes here will show below the bill of materials in the printed order. 

In some cases, the clipboard note button will not appear, often due to narrow windows. If the typical icon  does not appear, this  icon can also be used. This icon can be found throughout OASIS, such as the in the "Create Orders" screen.

Note: A Clipboard note will only apply to the the part of OASIS where it was created. For example, a Clipboard note created for the line item note section in a quote will only be available to apply to that section. 

Creating A Clipboard Note

1. This process can be completed through multiple locations throughout OASIS, This example will use the "Notes" tab in an Order. 

2. Navigate to the Orders page.

3. Open the needed order.

4. Select the "Notes" tab.

5. Select the  button. 

6. The "Note Clipboard" window will appear. 

7. Enter a name or an identifying description in the field at the top of the window.

8. Enter a note in the larger text box. 

9. Check the "User" box to make the note only available to the creator. Note: Unchecking this box will make the note available to all users. 

10. Select the  button to save the note. The note will appear as an item in a list on the right side of the window. 

11. Select "Close."

Applying a Clipboard Note

1. Open the needed order.

2. Select the "Notes" tab. 

3. Locate the drop-down menu that appears to the left of the  button. 

4. Select the drop-down arrow.

5. Select a clipboard note from the drop-down menu. The clipboard note will appear in the "Notes" area.

Deleting A Clipboard Note

1. Open the needed order.

2. Select the "Notes" tab.

3. Select the  button.

4. The "Note Clipboard" window will appear.

5. Select the note, so it is highlighted.

6. Select the  button to delete the note. Note: to delete a clipboard note that has already been applied, delete the text that appears under the "Notes" tab in the order. 

7. Select "Close."