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How To Create A Custom Note Logbook Template

Goal

  • How to create a custom note template in the Logbook

Environment:

  • Push Web App

Process:

  1. Click the Logbook tab
  2. The page will load to the Logbook
  3. On the top right-hand corner, click Show Sidebar
  4. On the left, a side bar will appear, click Customize Note Template
  5. A pop-up will appear titled Note Template Setup
  6. Under Custom Note Template, click the box and input the necessary information
  7. Once done click Set Template 
  8. On the top right-hand corner, click Hide Sidebar to return to the main Logbook page (step 2)

Additional Information

Please note: only Super Administrators have the permissions to create custom note templates.

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