Using and Customizing Notes and Note Schedules

Using and Customizing Notes and Note Schedules


In this video we’ll be learning how
to use and customize notes and note schedules within Chief Architect. Notes are special text callout markers
that are referenced by a note schedule helping to create clean plan annotations. Rather than simply displaying
text directly on your plan, text can be specified within a note
callout and displayed as a line item on a special schedule. The notes tool can be found under the
text toolbar or from the CAD text menu. They can be placed into 2-D plan views,
section views, and even 3-D views. Notes placed in plane view will be visible
in 3d views and vice versa. However, when placed in section views they will
only be visible from within that specific view. Notes in 3-D views will always
be visible even when they are obscured, however they can be hidden completely
by hiding the layer that they are on. Upon placing a note, a note specification dialogue will be
displayed allowing you to enter the notes text and set its type. If
desired, the callout’s label, size and shape can be
modified here as well. The default label macro will automatically
increment a number based on the appropriate schedules type. As a result, the callout will be blank if there is
no schedule present on the plan set to reference that type of note. Note schedules can be placed
into plan views, section views, or CAD detail pages by accessing
the tools menu under schedules. They can be easily modified to include
only certain types of notes by opening its specification and checking
any unwanted note types
from the list of objects to include. Alternatively, after
selecting one or more notes, the create notes schedule from notes
edit toolbar button can be used to automatically to create a schedule set
to display only the notes of the selected type or types. Note, however, that this will only allow you to place
the new schedule in the same view as the notes are in. So if you wanted to place
it on another page such as a CAD detail, you can cut and paste it to the
appropriate page. As with all schedules. The drag handles on the first cell of
each row can be used to reorder the objects listed, which will automatically renumber any
note using the default label macro. Alternatively, notes can be renumbered using the move
up in schedule and move down in schedule edit toolbar buttons. If you need to modify the text
that is displayed on the schedule, you must change the text associated
with the respective note. To do this, you can select a row of the schedule and
use the open row objects edit toolbar button to open the note
associated with that row. This is particularly useful as it will
open the note specification regardless of where the note is located on the plan. Another useful tool is the
finding plan edit toolbar button, which will take you immediately to
the view where that note exists, selecting it automatically. Now let’s look at how to further
customize your notes and note schedules. The default Chief Architect plan template
is preloaded with a handful of preset note types and defaults that can be used, but you may want to customize them
to better fit your specific needs. This can be done by opening the
note type management dialogue. This lists the note types available
in both notes specification and notes schedule specification dialogues. Feel free to add or remove as many
types of notes as you need here. Keep in mind that you will not be able
to delete a note type if it is used in a default. Note callouts are like other CAD or
text objects in that they are largely dependent on layers and defaults
to manage them properly. So while a notes type and layer
maybe set at the time it is placed, it is best to set up your current defaults
or annotations set to ensure that the correct type of note will be placed and
that automatically goes onto a relevant layer based on the view you are in. This way when switching
between different plan views, only the notes that are applicable to
that plan view will be seen regardless of how many may exist in the
same area on that plan. In the default settings
dialogue under Text, Callouts, and Markers is the saved notes defaults. It is recommended that you create a new
note default for any new note type that is made. As the note default will allow
you to set the appropriate note type, layer, and other customizations
you want. In this example, I’ve created an as-built notes type, so I will create an as-built notes default
that will use this new type and set them to use the new text as-built layer. This default can be set to be used
by an as-built annotation set, so that when I use that annotation set, I know that my as-built notes will
be placed on the appropriate layer. You may want to configure annotation sets
for each note type so that they can be associated to appropriate
saved plan views. These should coincide with other defaults
that will be used to control other texts objects, dimensions,
and CAD objects. While these topics are covered in
greater detail in other videos, customizing annotation sets and
saving plan views can help you be more productive while using Chief Architect.


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