User Guide › Reports › Report Types › Booklets Overview › Template Design › Metric Notes

Metric Notes

You can add metric notes using the built-in editor or by uploading predefined Word documents. You can edit metric notes in Word.

Before starting, take the following steps from the GUI.

1. Go to Administration, Site Settings, Advanced.
2. Open configuration, click Contract.
3. Click on edit next to "Use Inline Notes".
4. The default is "Y". This allows you to use HTML notes. This enables the use of the built in editor to edit an existing metric note.
5. Change "Y" to "N" if you want to upload a .docx document as a metric note.
6. Click update.
7. Save.

Note: If you already have HTML notes in the database and you change the notes to *docx, when you view it, click the download button that converts the HTML to a docx file.

To edit an existing metric note (Use Inline Notes set to Y)

1. From the web application, go to Service Level Management, Contract.
2. Click the Open metrics icon.
3. Click the edit metric icon.
4. Click the notes tab.
5. Edit the text that appears in the built in editor
6. Click Save.

To upload metric notes (Use Inline Notes "N" (default)

1. From the web application, go to Service Level Management, Contract.
2. Click the Open metrics icon.
3. Click the edit metric icon.
4. Click the notes tab.
5. Click Download to view the current attached notes.
6. Click Upload to upload notes edited in word and saved as word document (*.docx).
7. Click save.