Using Clipboard Notes in OASIS

Clipboard notes store frequently used notes to help optimize processes. These notes can be created for yourself or all users in OASIS. 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 how to locate, create, insert, and delete Clipboard notes.

Locating Clipboard Notes

When available, the Clipboard is represented by the following icon above and to the right of a text or note field:

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

Creating a Clipboard Note

Note: Clipboard notes are location specific, meaning they are only accessible from the location in which they were created. This helps keep notes organized by the process they support. 

1. Click , or click + on . In the example below, is used for the Notes field and is used for the Remarks field.

Note: to create a Clipboard note for a text column inside the bill of material, select a cell and click in the top right corner of the window, 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. 

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

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. Note: when using , the drop-down list will appear on the opposite end of the field, as shown for the Remarks field below.

3. The Clipboard note will appear in the field.

Deleting a Saved Clipboard Note

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.