Overview

This article explains how to add a note category. Note Categories are used when capturing notes, enabling you to group similar notes.

Prerequisites

• You must have Account Admin or Account Owner permissions to add a Note Category.

Instructions

Open Note Categories 

In Juniper MIS:

1. Select Manage.
2. Select Notes.
3. Select Categories.

Add Note Category

From the list of Note Categories:

1. Select Create:
   
2. In Create Category:
   
   1. Select the Roles associated with the Category (by default, this is set to Account Owner and Account Admin).
   2. Enter a Category Name.
   3. Select Save.

Outcome

The Note Category is created. A message confirms this, and the new Category is listed in the Categories page:

The Category can now be used when creating Notes.

Updated 15 July 2025 10:10