Using Clipboard Notes in OASIS

Clipboard notes store frequently used notes to help optimize processes. Clipboard notes can be used in many locations throughout OASIS, including most:

• Internal and external note fields
• BOM text columns
• Terms text fields
• Remarks, Markings, and Call Ahead fields

This article will explain locating, creating, inserting, and deleting Clipboard notes.

Locating Clipboard Notes

When available, the Clipboard feature is usually represented by the following icon. This icon will appear above and to the right of a text or note field.

Example:

However, for narrow fields where the icon cannot be represented, such as the Remarks, Markings, and Call Ahead fields, the following button will display on the right edge of the field instead.

Example:

Creating a Clipboard Note

Clipboard notes can be created for yourself or all users in OASIS. Each note is location-specific, meaning it is only accessible from the location it was created. For example, a note created for the Remarks field will not be available for the Markings field. This helps keep notes organized by the process they support. 

1. Click , or click + on . 

Note: to create a Clipboard note for a text column inside the bill of materials, select a cell, then click in the window's top right corner, as shown in the example below.

2. The Note Clipboard window will appear. 

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

4. Enter the note in the text field on the left.

5. Check the User box to create the note for yourself. Uncheck this box to make the note available to all users in your database.

6. Click the  button to create the note. The note will appear in the field to the right of the window.

7. Click Close.

Inserting a Clipboard Note

Clipboard notes are accessed through a drop-down menu. Once selected, the note will automatically appear in the field.

1. Click    to open the drop-down field that appears to the left of , or click    on .

2. Select a Clipboard note from the drop-down list. When using , the drop-down list will appear on the opposite end of the field, as shown for the Remarks field below.

Note: Clipboard notes that have "(user)" appended to the end of the name indicate the Clipboard note is only available to you.

3. The Clipboard note will appear in the field.

Deleting a Saved Clipboard Note

Clipboard notes are deleted from the same window used to create them.

1. Click , or click + on .

2. The Note Clipboard window will appear.

3. Select the Clipboard note from the listing on the right.

4. Click   to delete the note. 

5. Click Close.