Adding Work Performed Notes and Advisory Notes
To create and save pre-written text for future use, see Code Settings - Advanced.
To add Work Performed Notes and Advisory Notes, follow the instructions below:
Work Performed Notes
To add Work Performed Notes to an existing job:
-
From the Work screen, click + Item >> Work Performed.
Add and save a new Work Performed Note
-
Enter a Work Performed Note >> click Save As.
-
Enter a Work Performed Note Summary (title) >> click Save.
-
Click Add to add it to the Selected Work Performed Notes list.
-
Click Done to add the Work Performed Note and return to the Work screen.
Add a pre-written Work Performed Note to the Job
-
Start typing in the Enter Work Performed note box to filter out items in the Predefined Work Performed Note box >> Click the green check mark(s) for the Work Performed Note(s) you wish to add.
-
Click Done to add the Work Performed Note and return to the Work screen.
Edit a Work Performed Note
-
Start typing in the Enter Work Performed Note box to filter out items in the Predefined Work Performed Note box >> Click the green check mark(s) for the Work Performed Note(s) you wish to add.
-
Click the edit (pencil) >> make any necessary changes >> click Update.
-
Click Done to add the Work Performed Note and return to the Work screen.
Enter a Work Performed note for one-time use
-
Enter a Work Performed Note then click Add to add it to the Selected Work Performed Notes list.
-
Click Done to add the Work Performed Note and return to the Work screen.
Adding Advisory Notes
-
From the Work screen click Advisory Notes or the pencil icon.
Add and save a new Advisory Note
-
Enter a description of the Advisory Note >> click Save As.
-
Enter a Advisory Note Summary (title) >> click Save.
-
Click Add to add it to the Selected Advisory Notes list.
-
The Advisory Note will be assigned to the document
-
-
To assign the Advisory Note to a job:
-
Click Document.
-
Click the check mark next to an existing job or enter a name to create a new job group then click Add.
-
-
Click Done to add the Advisory Note and return to the Work screen.
Add a pre-written Advisory Note to the Work document
-
Start typing in the Enter Symptom box to filter out items in the Predefined Advisory Notes box >> Click the green check mark(s) for the Advisory Note(s) you wish to add.
-
To assign the Advisory Note to a job:
-
Click Document.
-
Click the check mark next to an existing job or enter a name to create a new job group then click Add.
-
-
Click Done to add the Advisory Note and return to the Work screen.
Edit an Advisory Note
-
Start typing in the Enter Advisory Note box to filter out items in the Predefined Advisory Notes box >> Click the green check mark(s) for the Advisory Note(s) you wish to add.
-
Click the edit (pencil) >> make any necessary changes >> click Update.
-
To assign the Advisory Note to a job:
-
Click Document.
-
Click the check mark next to an existing job or enter a name to create a new job group then click Add.
-
-
Click Done to add the Advisory Note and return to the Work screen.
Enter a Advisory Note for one-time use
-
Enter a Advisory Note then click Add to add it to the Selected Advisory Notes list.
-
The Advisory Note will be assigned to the document
-
-
To assign the Advisory Note to a job:
-
Click Document.
-
Click the check mark next to an existing job or enter a name to create a new job group then click Add.
-
-
Click Done to add the Advisory Note and return to the Work screen.