Note File

Informational notes can be added to steps in a myTAM workflow.

1. Create a file with the note for a workstep. Save the file, with a .TXT extension, to \TAM\SAV\WIZARD\NOTES on the TAM Data volume.
   
   Note: The filename and extension can only total 18 characters.
2. Click Start > Programs > Applied Systems.
3. Select Utility Manager and sign in.
4. Expand the System Administrative folder.
5. Select Workflow Editor.
6. Click the arrow to continue.
7. Select the desired workflow.
8. Click Worksteps.
9. Select the desired step from the Current Workflow Steps list.
10. Double click on the Note File field.
11. To add the file saved in step 1, click Import and browse to the appropriate location. The file displays in the list on the left side of the screen. Highlight the appropriate file and click OK. To clear the Note File field for this workstep, click None.
12. Click Exit.
13. Click Yes when prompted to save changes.

When a user runs the workflow and marks the Notes checkbox, the note file displays.