CMT: Noteforms

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  • Search for noteforms by typing in the name in the free text box or enter % to do a wildcard search


Noteforms

  • Select the first box to search for noteforms that are only on the source system
  • Select the second box to search for noteforms that are on the source and target system, but only have edits on the source system
  • Select the third box to search for noteforms that have edits in both the source and target system


Symptom Forms

  • Select the first box to search for symptom forms that are only on the source system
  • Select the second box to search for symptom forms that are on the source and target system, but only have edits on the source system
  • Select the third box to search for symptom forms that have edits in both the source and target system


Images

  • Selecting this box searches for images that have been updated on the source but not on the target


Show Only Items Modified After

  • Entering a date will prompt the system to search the source for non-symptom items that have been updated after the defined date


String to Add on to Item Names

  • Entering a term in the box appends a suffix to the item names


Noteforms.jpg


One tip for moving noteforms with CMT is that if the desired noteform is not able to be located with the tool, a noteform transfer note can be created to move specific noteforms. Once the new note type is created, any new or updated noteforms can be placed in the transfer template and the template can be moved with its associated noteforms. Keep in mind however that using this approach to move noteforms means that one must be diligent in remembering to delete the transfer note template from the target system with every move in addition to removing any noteforms from the transfer template that have already been moved. Given this consideration, it is a good idea to only include note sections in the transfer note that are associated with the noteforms that need to be moved. All other sections should be removed from the transfer templates.