Section: 5. MAKING CORRECTIONS
Subsection: 5.2 Correcting the Notes Form
Topic: Total Replacement Method


Use the Total Replacement method when then are more than 4 values and associated graphs to replace. Follow these steps:

1. First correct the data entries in the Excel spreadsheet (for detailed instructions, double-click here: ).

2. From the main Notes Menu, select View Admin then Document By #. Mark the Scorecard to be replaced. Be sure to choose the correct region and date. Documents are marked by highlighting them and pressing the Space Bar, or single-clicking in the left gray border next to the desired document. A check mark will appear next to the marked document.

3. Now mark each sub-document under the selected scorecard. There should be 19 graph documents and 1 history document.

4. Press the Delete key and select Checked. A delete symbol () should appear next to each marked document.

5. Press F9 to refresh the view and select Yes to confirm the delete.

6. Now run the step-by-step procedure for creating a Notes Scorecard document (double-click here for detailed instructions: ).