Springbrook Cirrus

Cirrus Notes

Summary

The Cirrus Notes feature allows users to attach customizable notes to Cirrus records. These notes are meant to mimic the practice of writing sticky notes as reminders. For example, a note could be attached to an employee account to remind a Payroll administrator to reactivate a suspended deduction on a specified date. Or a note could be attached to a vendor record to ensure missing documentation is provided before invoices can be issued. Cirrus Notes are designed to be flexible enough to meet a variety of needs.

Notes are currently available on the AP Vendor Maintenance and PR Employee Maintenance screens. This functionality will be expanded to additional records in future releases.

There are two methods for creating notes on records. Which method is used is determined by how the record is edited. Expand the sections below to see how notes are created and maintained in these two methods.

1 Expandable Split Screen Notes

Some records, such as AP Vendor Maintenance, display notes in an expandable split screen on the right side of the record.
To expand the notes section, hover your mouse over the vertical ellipsis at the right edge of the screen and then click the Expand button .
This will expand the notes section and display any notes you have access to that were previously attached to the record.
- If your Cirrus profile is set up to display notes by default (My Profile> General tab> Open Notes Viewer By Default toggle), the notes section will be expanded when you open the record.
To add a new note, click the Add Note button in the notes section or the Note icon above. This will create a new blank note in the notes section below.
- The Color drop-down menu is used to set the base color of the note to Yellow, Blue, or Pink.
- The Visibility drop-down is used to determine who will have access to the note.
  - Select Self & Mentioned to limit visibility only to yourself and the users you mention who also have access to the record.
    - While selecting Self & Mentioned in this field will limit visibility for standard Cirrus users, Cirrus administrators will have access to all notes.
  - Select All to allow visibility to all users who have access to the record.
- The Note section is used to enter the text of the note.
  - Use the @ symbol followed by another user's username or email address, such as @johnsmith or @[email protected], to send a mention notification to that user regarding the note.
  - The method of this notification, and the notification generated by the Reminder Date specified below, is determined by the user's selected Alert Method (My Profile> General Tab> Alert Method).
    - If Email is selected, an email notification will be generated.
    - If In app notifications is selected, a notification will be added to the user's My Tasks screen.
- The Reminder Date field is used to specify a date for a reminder notification.
  - This notification will be generated for the note creator and any other users mentioned in the note.
- The Expiration Date field is used to specify an expiration date for the note.
  - Once a note has expired, it will no longer be visible on the record. Expired notes can be viewed on the My Notes screen.
- Once the note is complete, click the Save button to save the note to the record. It will now appear in the expanded notes section.
- Existing notes can be edited and deleted. You can also hover over the icons at the bottom of the note to see who created the note, when the note was created, and any reminder and expiration dates if present.

2 Floating Notes

Some records, such as PR Employee Maintenance, display notes as floating boxes that can be moved around the screen.
To open the floating notes, click the Note icon . This will display any notes you have access to that were previously attached to the record.
- The number of notes attached to the record will display at the top of the floating note.
- If no notes have been attached to the record, a blank note will open.
- If your Cirrus profile is set up to display notes by default (My Profile> General tab> Open Notes Viewer By Default toggle), the existing floating notes will be displayed when you open the record.
- Drag and drop the floating note to place it in other parts of the Cirrus screen.
To add a new note, click the Add Note button .
- The Color drop-down menu is used to set the base color of the note to Yellow, Blue, or Pink.
- The Visibility drop-down is used to determine who will have access to the note.
  - Select Self & Mentioned to limit visibility only to yourself and the users you mention who also have access to the record.
    - While selecting Self & Mentioned in this field will limit visibility for standard Cirrus users, Cirrus administrators will have access to all notes.
  - Select All to allow visibility to all users who have access to the record.
- The Note section is used to enter the text of the note.
  - Use the @ symbol followed by another user's username or email address, such as @johnsmith or @[email protected], to send a mention notification to that user regarding the note.
  - The method of this notification, and the notification generated by the Reminder Date specified below, is determined by the user's selected Alert Method (My Profile> General Tab> Alert Method).
    - If Email is selected, an email notification will be generated.
    - If In app notifications is selected, a notification will be added to the user's My Tasks screen.
- The Reminder Date field is used to specify a date for a reminder notification.
  - This notification will be generated for the note creator and any other users mentioned in the note.
- The Expiration Date field is used to specify an expiration date for the note.
  - Once a note has expired, it will no longer be visible on the record. Expired notes can be viewed on the My Notes screen.
- Once the note is complete, click the Save button to save the note to the record. It will now appear as a page in the floating notes.
- Existing notes can be edited and deleted. You can also hover over the icons at the bottom of the note to see who created the note, when the note was created, and any reminder and expiration dates if present.