Manage Journals
Journals are files created with a simple text editor that allows basic formatting (similar to Microsoft® WordPad) in Rich Text Format (.RTF). Files are saved to a location of your choice with an extension of .JOU (saved on your personal computer or network location for which you have read/write access).
You can perform the following tasks with journals:
Open the Review Module
View or Edit a Journal
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NOTE: Because journal files are in Rich Text Format, you can open/edit them with document processing programs such as Microsoft Word. You can make changes to a journal file using such programs, but format changes that the journal editor does not support will not be visible in Review. |
After you create a journal (see Create a Journal for more information), view or make changes as follows:
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.
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Double-click the needed journal file.
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View the journal. To edit it, enter and format text using the tools explained in Journal Editor Toolbar.
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Save the file, then close the journal window as explained in the next section.
Close the Journal Window
When you finish working in a journal, take one of the following actions:
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If no changes were made, click to close the window.
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If changes were made, click , then click to close the window.
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IMPORTANT! If you make changes, you may not be warned that a journal needs to be saved before you close it. To avoid losing work, make sure that you save the file before closing it. |
Print a Journal
Print an open journal
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.
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Double-click the journal to be printed.
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In the journal window, click .
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Complete the Print dialog box and click OK.
Print a closed journal
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.
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Right-click the needed journal file and choose Print.
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Complete the Print dialog box and click OK.
Delete a journal
To delete a journal:
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.
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Right-click the needed journal file and choose Delete.
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In response to the confirmation message, click OK.
Export a Journal File
To save a journal file as an RTF file (or a JOU file) in a location other than the journal folder, complete the following steps:
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, double-click the Journal folder, or click the plus icon beside it, to expand the list of journal files underneath.
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Right-click the needed journal file and choose Export.
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In the Save As dialog box:
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Select the location where you want to save the file.
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Enter a file name.
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Select the needed file type, .JOU.
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Click Save.
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Change a Journal Folder
You can change the location where journal files will be saved as follows:
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Open the needed case or batch in Review (see Open the Review Module for instructions).
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In the Case Folders pane, right-click the Journal folder and choose Settings.
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In the Browse for Folder dialog box, select the new journal folder and click OK.
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If you have journal files in the old location, move them to the new location in Windows (File) Explorer.
Related Topics
Version: 2023.8.12
Last Revision: 11/8/2023