What system notes are for
System notes are predefined text entries that can be applied to documents. Instead of typing the same terms, conditions, or instructions on every Variation or Purchase Order, you create the note once here and select it when needed.
How notes are organised
Notes are grouped into three categories, each with sub-categories for specific document types:
| Category | Document types |
|---|---|
| Contract Management | Variations, Dayworks, Applications, Invoices, Sales Credit Notes |
| Procurement | Purchase Orders, Goods Return Notes, Direct Costs |
| Site Management | Actions, Work Packages |
Viewing and creating notes
Navigate to Settings > Configuration > System Notes. Use the primary tabs to select a category and the secondary tabs to select a document type.
- 1
Select the category tab — for example, Contract Management.
- 2
Select the document type tab — for example, Variations.
- 3
The table shows all existing notes for that document type. Click Create Note to add a new one.
- 4
Enter the note content and save.
Create notes for commonly repeated content — standard terms on Variations, payment conditions on Invoices, or health and safety reminders on Purchase Orders.
Next steps
- System Defaults — configure default values for the system.
- System Prefixes — configure document number prefixes.