Quick Tip: Creating and Managing Notes

Notes in Euna Grants give your team a structured way to document grant-related events and communications directly on the grant record. You can create notes for calls, emails, meetings, on-site visits, and grant or project revisions, and attach supporting files to each entry.

This article includes the following sections:

• Viewing Notes
• Creating Notes
• Editing Notes
• Deleting Notes
• Creating Custom Note Types

Viewing Notes

The Notes list displays all notes created for a grant, showing the Title, Created Date, Note Type, and Created By for each entry. Use this view to review past activity or open a specific note for more detail.

To view notes for a grant:

1. Navigate to Grant Management > Grants. 
   
   The All Grants list displays.
2. Select the grant you want to view notes for. 
   The Grant Details page displays.
3. Navigate to Tools > Notes. 
   
   The Notes list displays.
4. Select a note from the list. 
   The Note Details page displays.
5. To return to the Notes list, click the Notes tab at the top of the page.
   

Creating Notes

Use the note creation screen to document a specific event or communication tied to the grant. You can assign a note type, add a date, enter body text, and attach a supporting file.

To create a note:

1. From the Grant Details page, navigate to Tools > Notes. 
   
   The Notes list displays.
2. Click the Create button in the options toolbar. 
   
   The Notes creation screen displays.
3. Enter a Title.
4. (Optional) Select a Note Type from the dropdown menu.
5. (Optional) Enter a Note Date.
6. Enter the note in the Body field.
7. (Optional) Click Select files... to attach a file.
8. Click the Create button. 
   The Note Details page displays.

Editing Notes

After you create a note, you can return to the Note Details page to make updates.

To edit a note:

1. From the Grant Details page, navigate to Tools > Notes. 
   
   The Notes list displays.
2. Select a note from the list. 
   The Note Details page displays.
3. Click the Edit button in the options toolbar. 
   
   The note displays in edit mode.
4. Enter your changes.
5. Click the Update button.
   Euna Grants saves your changes.

Note: You can also edit a note directly from the Notes list by clicking the Edit button next to the note.

Deleting Notes

You can permanently remove a note from the grant record if you no longer need it.

To delete a note:

1. From the Grant Details page, navigate to Tools > Notes. 
   
   The Notes list displays.
2. Select a note from the list. 
   The Note Details page displays.
3. Click the Delete button in the options toolbar. 
   
   A confirmation prompt displays.
4. Confirm the deletion. 
   Euna Grants removes the note from the list.

Note: You can also delete a note directly from the Notes list by clicking the Delete button next to the note.

Creating Custom Note Types

Euna Grants includes default note types, but you can create custom types to better reflect your organization's workflows. Custom note types are managed from the Administration menu and are available to users when creating notes.

To create a custom note type:

1. Navigate to Administration > Lists > Note Types.
   
   The Notes Types list displays.
2. Click the Create button in the options toolbar. 
   
   The Note Type Information page displays.
3. Enter a Name for the note type.
4. Click the Create button. 
   The new note type displays in the list.