Creating Notes - trillium_discovery - trillium_quality - 17.1

You can edit, delete, and print any note that you create. You can add notes to Baseline Analysis projects, and to any attribute, entity, and permanent join in the Analysis and Entities tabs in Navigation View. You can also add notes to TS Quality projects, output entities, attributes, and processes from the Projects tab on the Develop bar.

To create a note

1. In the Navigation View, right-click an object and select Notes > Add or Tools > Notes > Add.

   The New Note window opens.

2. In the Subject field, enter a meaningful label for the note.
3. In the Metrics field, enter a numerical value that indicates the weight to assign to the note. The weight value assists when searching for and prioritizing the note.
4. For Class, select the class associated with your finding.
5. For Sub Class, select the subclass associated with your finding.
6. For Project Impact, select how this note impacts the project.
7. For Business Impact, select how this note impacts your business.
8. In the New Text field, enter the text of your note. You can paste information copied from sources such as a List View or a Word document.
9. Click OK.

   A pencil icon () displays next to the object in the Navigation View. All notes are added to the Notes folder on the Findings tab, and are organized by Class and Subclass.