Basics of Notes

Purpose:

To Create a Note.

Background:

Notes is a handy tool, it can be used to note down little things that need to be taken care of or to remind you to do.

Points to Remember:

Required fields are marked with an Asterisk (*.)

To save your work, click the blue Save button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Note need to be Deleted, you can do so by clicking on the Action button at the bottom of the page on the right.

Steps to Create a New Note:

1. Navigate to Main Menu.
2. Click on Notes
3. Click on the Plus button on the top left.
4. Enter the following information:

• Project: Select from System List.
• Title: (Mandatory)
• Status: Select Open or Close.
• Priority: Select the level of Priority for this Note
• Note: Add the Note that is relevant to the Project
• Make Private: Check Box – Visible Only to Me.
• Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)

Remember that this Note can also be viewed in the Daily Log>Notes tab and under the Project>Notes Tab.

Read the article Basics of Daily Logs