Location Notes - Add/Edit/View (CLIENT scope only, all users except Email/Read/Handheld only)

Location notes have a slightly different format from result and asset notes, they are intended for use recording incidents within or issues regarding a location.  The note has some additional features such as allowing the user to record who reported the issue and by what means (email/phone).

Location Notes are visible from:

• Location Notes widget, this can be added to the dashboard and configured in a number of ways.
• Client Mgmt. screen. Enables user to view list of all location notes across the entire client database.
• Watching User Emails. Unless a user has opted out of receiving ‘watching user’ emails they will receive a message each time they are added as a watcher to any given note, plus when any amendments or additions are made to that note, until the note is closed or the user stops watching the note.
• Location Details Screen. A side menu item enables the user to view all location notes for any given location and sublocations therein, irrespective of the note status.
• Document Explorer. Documents which have been attached to location notes will be displayed here.

Location notes are one of the items which documents can be uploaded to, either during the creation of the note or at a later stage.  Location note documents are visible from the Location Details screen side menu, the Documents widget, they can also be viewed in Document Explorer and are searchable, Location notes always start 'HD...'. 

To ADD a Location Note

Location notes can be added:

• Via the dashboard icon
• Navigate to a given location and select Add Location Note from the side menu

To EDIT a Location Note

Location notes can be edited at any time and one or more documents uploaded to support them.  Find the appropriate note by searching for the note identifier, navigating to the relevant location, or select it from the Location Notes widget or other list.  Location notes can be exported from any list view or widget (see View/Export Location Notes)

Click to view the required asset note.  To add further comments to a note, scroll to the bottom of the screen where new comments can be entered directly.  To amend other details about the note, such as the Fix By Date or Contractor, select Edit from the side menu.  Standard comments can be added simply by clicking the desired comment in the list.

It is not possible to remove or amend the Note ID, this is automatically assigned by the ZetaSafe system.