Memos in CARL Source can be used to:

• send a message to a set of users, over a given period, about the application in general or a specific element;
• receive a message from another user.

 

Memos to be viewed

You can view the list of memos by selecting "Memos to be viewed" in the menu of the icon .
An insert on the icon (e.g. ) shows the number of memos.

 

Creating a general memo

A general memo provides general information about the application (e.g. What's new in the application following an update).

From any screen in the application, you can select "Create a general memo" via the icon. The memo form is displayed in creation mode, Memo [General].

 

Creating a memo on an entity

A specific memo relates to a particular element (e.g. SHOPCOAT item inventory outage).

From the detail form for the element concerned, you can select "Create a memo on the entity" via the icon. The memo form is displayed in creation mode, Memo [General].

 

Advanced search

You can search for a memo using the "Advanced search" option via the icon .
You are taken directly to the [Criteria] tab, though you can also access the [Favorites] and [Results] tabs if desired.