Overview

This article explains how to edit or update a Note Category.

Prerequisites

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

Instructions

Open Note Categories 

In Juniper MIS:

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

Edit Note Category

From the list of Note Categories:

1. Select the Category Name of the Category you want to edit.
2. When the Category displays, select Edit:
   
3. In Edit Category, make your changes:
   
   1. Update the Roles associated with the Category.
   2. Updated the Category Name.
   3. Select Save..

Outcome

The Note Category is updated with the changes. A message confirms this as you are returned to the Category:

Updated 15 July 2025 10:10