Entering notes in the notebook

Enter notes and details about defects for equipment.

To enter notes in the notebook:

  1. Select Equipment > Notebook.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization for which to make notes.
    Note
    Specify a note.
  4. Optionally, specify this information to record a defect:
    Private
    Select this check box to indicate that the notebook is a private record belonging to the user who created the notebook.
    Defect
    Select this check box to indicate there is a defect for the equipment.

    If an existing open nonconformity with the same equipment and type is found and Defect is selected, a new observation record is created. If a similar nonconformity record is not found and Defect is selected, a new nonconformity header observation record is created.

    If not selected, the Nonconformity Type, Nonconformity Class, and Nonconformity Severity fields are protected.

    History
    Select this check box to hide the record from the default dataspy.
    Equipment
    Specify the equipment with the defect.
    Nonconformity Type
    Specify the type of nonconformity.
    Level 1
    Specify the equipment for the first level, such as a Division.
    Level 2
    Specify the equipment for the second level, such as a Line.
    Level 3A
    Specify the equipment for the third level, such as a Track.
    Level 3
    Specify the equipment for the third level, such as a Section.
    Level 4
    Specify the equipment for the fourth level, such as the Nearest Station.
    Stationing (major)
    Specify the primary numeric identifier for the location of the issue being recorded in the notebook.
    Stationing (minor)
    Specify the secondary numeric identifier for the location of the issue being recorded in the notebook.
    Detailed Location
    Optionally, specify the detailed location of the defect.
  5. Click Save. A Mobile Notebook number is generated.
    A nonconformity or an observation record is also created. If the install parameter NOTEBKNC is set to NO, a nonconformity or observation record is not created when the notebook record is saved with the defect check box selected.