Editing Standard Simulation Objects: Notes – uPerform On-Premise Manuals

Editing Notes

You can edit and format note text, modify the note display characteristics, and edit the note pointer location and icon.

Notes and action notes have different characteristics. For more information on editing action notes, refer to Editing an Action: Edit.

Editing a Note: Note Text

Double-click on the note.
Highlight the text to be edited or place the cursor at the insertion point.

Right-click and select from among the following edit and format options:

Option	Description
Edit	Several editing options are available, including: undo and redo; cut, copy, paste; find and replace; select all; and delete.
Format	Several formatting options are available, including: font style, size and color; character formating options; indenting; and list functionality.
Justify	Select an option to specify the text justification.
Icon	Select an icon for the note.
Insert: Heading	Select Insert > Insert Heading.
Insert: Example	Select Insert > Insert Example.
Insert: Menu Item	Select Insert > Insert Menu Item.
Insert: Standard Code	Select Insert > Standard Code. Search for a standard code or select from the Code list.
Insert: Line	Select Insert > Insert Line. The line will be placed before the text if the cursor is at the beginning of the text; or the line will be placed after the text if the cursor is at the end of the text.
Insert: Image	Right-click on the text for which you want to insert an image, and select Insert > Insert Image. Specify the image location, caption, and alignment. Check the Localized checkbox to indicate that the image is specific to the current language.
Insert: Captured Image	Highlight the text for which you want to insert a captured image, and select Insert > Captured Image. Specify the application to capture. Click and drag the crosshair to select the image to capture.
Insert: Table	Right-click on the text for which you want to insert a table, and select Insert > Insert Table. Specify the properties.
Insert: Link	Highlight the text for the link, and select Insert > Insert Link. Specify the type of link, the target window, and location. Check the Localized checkbox to indicate that the link is specific to the current language. You must publish the document in order to activate the link.
Insert: Field Entry	Select Insert > Insert Field Entry.
Insert: Page Break	Select Insert > Insert Page Break.
Free text	Select Insert > Free text and select from the available free text options.
Note	Select Insert > Note and select Note or Highlighted Note to insert a new note.
Steps	Select Insert > Steps and select from the available options to insert a new step after the note.

NOTE:

Many of the text format options are also available via the toolbars.

Editing a Note: General

Right-click on the note in the Editor workspace.
Select Edit Note... to display the Note Properties window.
Click General in the left pane.

Edit the following fields:

Field	Description
Icon	Select a note icon from the drop-down list.
Document View	To display this note in the document view, select the Document View checkbox.
Enable callout in document view	To display a callout for this note, select the Enable callout in document view checkbox. NOTE: Callouts must be enabled in the Template Editor and in the options menu in order for them to display in published output. For more information, refer to Specify Document and Simulation Editor Options.
Simulation View	Select the checkbox next to Assessment Tutorial, Auto Playback Tutorial, Self Test Tutorial, and/or Standard Tutorial to display this note in the simulation views.

Click OK.

Editing a Note: Format

Right-click on the note in the Editor workspace.
Select Edit Note... to display the Note Properties window.
Click Format in the left pane.
Click the picture of the desired note format.
Click OK.

Editing a Note: Style

Right-click on the note in the Editor workspace.
Select Edit Note... to display the Note Properties window.
Click Style in the left pane.

Edit the following fields:

Field	Description
Style (Document)	Select a note icon from the drop-down list.
Style (Simulation)	To display this note in the document view, select the Document View checkbox.
Width	To display this note in the simulation view, select the Simulation View checkbox.
Height	To display a callout for this note, select the Enable callout in document view checkbox.
Border Color	Click ... to select a color for the border.
Border size	Select a border size from the drop-down list.
Background color	Click ... to select a background color.
Number of consecutive steps shown over	Click the up or down arrow to select a number of consecutive steps to which the note style should be applied.

Click OK.

Editing a Note: Highlight Area

Right-click on the note in the Editor workspace
Select Edit Note... to display the Note Properties window.
Click Highlighted Area in the left pane.

Edit the following fields:

Field	Description
Display Highlighted Area	Select the Display Highlighted Area checkbox to display the highlighted area for the note.
Border Color	Select a border color from the drop-down or click Select to choose a custom color.
Border Size	Select a border size for the highlighted area.
Fill Color	Select a fill color from the drop-down or click Select to choose a custom color.
Transparency	Select a transparency for the highlighted area.

Click OK.

Editing a Note: Source

Right-click on the note in the Editor workspace.
Select Edit Note... to display the Note Properties window.
Click Source in the left pane.
Edit the source code.

NOTE:

Knowledge of HTML is required.

Editing a Note: Auto Playback Timing

Right-click on the note in the Editor workspace.
Select Edit Note... to display the Note Properties window.
Click Auto Playback Timing in the left pane.

Edit the following fields:

Option	Description
Display Delay	Select the wait time before the note is displayed.
Duration	Select the amount of time the note is displayed before it is removed from the screen. NOTE: The timing required to display all of the content in the step will be used. Refer to Default Publication Settings: Simulation: General Settings to check the Playback Timer value. NOTE: You can also use filters to highlight steps with note duration longer than step duration. Refer to Specifying Filter Options for more information.
Entry Animation	Select an animation method used to make the note visible on screen.
Exit Animation	Select an animation method used when the note is removed from the screen.

Click OK.